Here’s a Four-Pronged Plan to Become a Highly Referable Advisor

Here’s a Four-Pronged Plan to Become a Highly Referable Advisor

Most financial advisors find it difficult to ask for referrals. That we know because less than 11 percent even bother to ask. Maybe that small cadre of advisors knows something the other 89 percent don’t—that nearly three-quarters of high-net-worth clients say they would refer friends or colleagues if their advisors asked. That’s quite a disconnect, so I’m wondering if there is something else going on that’s preventing advisors from tapping this precious and obvious source of new clients.

Read more

How Financial Advisors Can Use LinkedIn for Prospecting – Part 1

How Financial Advisors Can Use LinkedIn for Prospecting – Part 1

You probably know by now that social media is an integral part of the 2015 digital marketing trends for financial advisors. What you may not know just yet is that LinkedIn has proved to be one of the most effective prospecting tools for Advisors.

Here are some interesting statistics to help you understand why LinkedIn is so important for you as a Financial Advisor:

Read more

top