If you’re a financial advisor with a LinkedIn profile, chances are you recently received an alert that your LinkedIn account has been restricted. LinkedIn has been working hard to secure their system from hackers, political accounts, and fake accounts. Almost all of the advisors I know have had …
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We send out free marketing tips every week designed to help financial advisors grow their business. Sign up here! …
How to Set Up and Optimize Your LinkedIn Company Page (for Financial Advisors)
You may have a LinkedIn profile, but do you also have a LinkedIn company page for your business? We create and optimize the LinkedIn Company Page for financial advisors to round out their social media presence and improve their exposure online. Today, I want to share our helpful checklist for …
LinkedIn Quick Tip: How to Add Bullet Points to Your Summary
For more LinkedIn Quick Tips, check out The LinkedIn Guide for Financial Advisors, available on Amazon now! Your LinkedIn Summary section determines how often you will come up in keyword searches and introduces people to your firm in 2,000 characters or less. But lengthy summaries can be …
Learn How to Generate More Referrals with the LinkedIn Guide For Financial Advisors
The LinkedIn Guide for Financial Advisors is available on Amazon now! The new guide is updated and expanded! It presents an exclusive six-step process to generate referrals on LinkedIn including: How are top advisors using LinkedIn today? Supercharging your profile Identifying qualified …
How to Market with an eBook or Report (And 5 Examples from Top Advisors)
Marketing today is all about creating valuable content. Educational information helps people understand why they need your help more than any advertisement or sales pitch will. And if content is king, the eBook and reports are its queens. Top advisors use reports to grow their email lists and start …
Ten Steps to the Perfect Marketing Email (Infographic)
Email is still the most important channel for our marketing efforts. A recent McKinsey article shows that email is 40 times more effective than Facebook and Twitter combined in generating new clients. Over 90% of U.S. consumers check their email every day. In my work with advisors, I see roughly 70% …
The Quick Start Guide to LinkedIn Referrals
Today, seven out of ten financial advisors are using social media for marketing, according to a study conducted by FTI Consulting. Of those advisors, 90% use LinkedIn as their primary platform. Of the advisors actively using LinkedIn, 60% gained new clients as a result. One third of these advisors …
How Does Your Marketing Compare? (Free Marketing Scorecard)
Many of the financial advisors I speak with want to know how their marketing compares to other advisors. I don’t blame them, we all want to know how we measure up. In fact, it’s not uncommon for investors to want to know how their retirement savings compares to their peers’. But marketing efforts …
How to Write an Awesome LinkedIn Bio (for Financial Advisors)
Most financial advisors haven't completely filled out their LinkedIn profiles. They often have trouble writing about themselves and the benefits they offer clients. Writing a LinkedIn bio for financial advisors can be the most difficult type of writing, yet a great bio is critical when attracting …
Three Tips for Creating Marketing Content that Counts (for Financial Advisors)
Great marketing content is at the heart of successful inbound marketing for Financial Advisors. Effective content helps clients and prospects find you online, learn from you, talk with you, and trust you as an authoritative figure in the Financial Services industry. Creating content that counts is a …
How to Get Started on LinkedIn for Financial Advisors (in One Hour)
How many financial advisors would be comfortable with a qualified prospect viewing their LinkedIn profile instead of their website? The reality is, a large portion of advisors’ traffic is directed to LinkedIn due to the relevance that Google lends to LinkedIn profiles. The LinkedIn headline and …
Why I Changed My LinkedIn Profile Photo
Have you ever wondered what your website or LinkedIn profile photo says about you? Or have you been torn between two photos and unsure of which you should use? There’s a fun new tool that can provide data to help you decide! Since I never do much that isn’t backed by data, I was excited to learn …
Do Advisors Need LinkedIn Premium?
LinkedIn is a powerful networking platform for advisors, but is LinkedIn Premium worth the extra money? We know that LinkedIn is a powerful networking platform for advisors, given that one in three professionals worldwide have profiles. LinkedIn Premium is a paid LinkedIn membership that offers …
What is LinkedIn’s ProFinder and Should I Use It?
If you’re an advisor on LinkedIn, you may have recieved an email invitation to sign up for the new LinkedIn's ProFinder service. Many of the advisors I work with were excited to see this article from InvestmentNews awhile back or to receive an invitation directly from LinkedIn with this subject …
How to Prospect on LinkedIn (Free Video Course)
As you may have heard, The LinkedIn Course for Financial Advisors has been released and is receiving fantastic feedback. Today, I'd like to gift you one module for free! This section shows you exactly how to prospect on LinkedIn. We'll review how to target a specific niche of your ideal prospects, …
Email Marketing Best Practices for Financial Advisors
Email marketing continues to be the most important marketing channel for financial advisors. For the advisors I work with, 70% of leads come from email campaigns. This past Monday, the email marketing giant Constant Contact was acquired for $1.1 billion, which gives some insight into the permanence …
How to Use LinkedIn to Generate Referrals (Without Stalking!)
If you're like most financial advisors, you understand that LinkedIn is a powerful way to find prospects, but you're not sure how to use it. In this exclusive webinar, I will teach you exactly how to use LinkedIn to generate referrals. You will learn how to: Build and strengthen your network …