by Eric | Oct 21, 2020 | Financial Advisor, LinkedIn, Sales
No one is perfect, and everyone makes mistakes. However, the LinkedIn mistakes financial advisors make directly affect their income and the assets of their clients. Ouch! Social media is ripe with the opportunity to build relationships with the ideal client. LinkedIn...
by Eric | May 28, 2020 | Financial Advisor, Sales, technology
Sales has changed forever. Not every business, brand and company is going to survive the changing landscape. Top salespeople are going to adapt, and they are going to use technology to accelerate growth. Growing your business in these uncertain times is not easy, and...
by Eric | May 27, 2020 | Financial Advisor, Sales, technology
In January 2020, my profit plan called for me facilitate 3 – 5 meetings per month. My 2020 revenue would dwarf my 2018 and 2019 numbers. Then everything changed. Presentations were postponed or cancelled. Financial advisors, wholesalers and account executives...
by Eric | May 20, 2020 | Branding, communications, Sales
I pride myself on being a pretty good presenter on stage and online. I engage with the audience. Ask questions throughout the presentation. And I use visual aids that are stimulating, engaging and humorous. However, webinars are a different animal. When webinars go...
by Eric | May 17, 2020 | communications, Sales, technology
I’ve been using Zoom for meetings and webinars for more than 3 years. Scientifically Speaking hosts webinars on cyber security, LinkedIn and mobile technology every Friday for financial professionals and wealth managers. As people around the world have begun to...
by Eric | Apr 23, 2020 | Branding, Sales, technology, Uncategorized
Most of my clients are working from home these days. Face to face meetings and large group presentations have been replaced with webinars and conference calls. Scientifically Speaking has been hosting webinars for our clients for 3 years. We train professionals on...
