by Eric | Feb 16, 2018 | Financial Advisor, LinkedIn, social media
More than 90% of financial professionals are on LinkedIn. It just makes sense! They use it for building relationships, generating new leads and providing helpful information. After coaching hundreds of advisors, wealth managers and wholesalers across the country, I...
by Eric | Aug 8, 2017 | career, Customer Relationship, Financial Advisor
I’ve been servicing the financial services community for almost ten years facilitating social media and mobile technology training. Attendees to my keynotes and seminars learn how to use their devices and networks to build relationships, improve communications...
by Eric | Jul 5, 2017 | Financial Advisor, iPhone, Mobile Technology
Technology is disrupting every industry and financial services is no exception. Financial technology has evolved through app development for smart phones and social media for client communication. Recent studies show 99% of advisors have cell phones (68% are iPhones)...
by Eric | Jun 27, 2017 | Financial Advisor, Mobile Technology
Scientifically Speaking facilitates technology training programs for financial professionals across the country. Everyone (99% of advisors) has an iPhone, iPad or Android phone (sorry Windows). Therefore, wholesalers, Advisors and Relationship Managers want to know...
by Eric | Feb 28, 2017 | Financial Advisor, LinkedIn, social media
It amazes me to speak with financial advisors and other professionals who still won’t sign up for a LinkedIn account. Many of these people still don’t understand the basic benefits of using LinkedIn. It is not merely the professional Facebook. It has...
by Eric | Jan 20, 2017 | Financial Advisor, technology
Previously viewed as only for millennials and less experienced individuals, robo-advisors have gone mainstream with an expanding demographic. Younger investors are coming out of school understanding the need for managing their money. However, they don’t want to...
