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    The Ultimate Checklist for Generating Leads

    A website is more than just a pretty face for show - it's a platform to showcase your brand, make lasting impressions and of course, increase conversion rates. You want your website to ultimately sell but the first step starts with generating leads in order to do any converting ...

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    Topics: blog, call-to-action, Checklist, Checklist/Template, landing page, lead generation, website

    Free Worksheet for Developing Buyer Personas as a Financial Advisor

    In the past we introduced developing buyer personas to you in this post on our blog. In fact, we created this worksheet (with a little help from Marbles the Moose) to assist with your next buyer persona brainstorming session!

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    Topics: buyer persona, Checklist/Template, client persona, Financial advisor template, Freebies, Template, worksheet

    Short-Term and Long-Term Disability: The Basics

    There are two types of insurance to protect you against lost income resulting from an injury that leaves you unable to work: short-term and long-term disability coverage.

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    Topics: Checklist/Template

    15 Tips For Writing a Professional Financial Advisor Biography

    Given that over 80% of all Internet users will do online research before buying a product or service, a winning biography can make all the difference. It will provide prospects with information about your expertise and help them determine if you are able to meet their needs.

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    Topics: Biography, Checklist/Template, Financial advisor biography, Online Profile, tips on writing a biography

    Social Media Profile Set-up Worksheet: LinkedIn

    I thought it would be valuable to create a simple worksheet to help advisors get started on LinkedIn.

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    Topics: Checklist/Template, Create a professional LinkedIn profile, How-To, LinkedIn, Social Media, Social media for financial advisors

    Free Template: Website Referral Letter

    I thought it would be of great value to share with you a template for a website referral letter I have seen used by financial advisors in the past, resulting in highly positive feedback. You may want to use this letter if you've never done any official communication since the ...

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    Topics: Checklist/Template, client letter template, email marketing for financial advisors, Financial advisor marketing, Freebies, How-To, marketing ideas for financial advisors, promote your financial website, Marketing, resources for financial advisors