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    Stop Asking for Referrals and Start Asking for Introductions

    I remember as a shy fifth grader asking my friend Mark to tell the pretty girl that I wanted to take her to the grade school dance. Trying to close a deal like that was scary. As I grew up and gained a little confidence, I stopped asking my friends to do the dirty work. It is ...

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    Topics: financial advisor referrals, LinkedIn for financial advisors, Social media for financial advisors, linkedin sales navigator

    9 FinServ Influencers to Follow in 2018

    It’s the New Year, and time to kick your marketing plans into high gear! The financial services industry can be tricky to navigate - like I needed to tell you that - and learning how to attract the right clients can take years to master. But I’ve got good news for you, we’re ...

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    Topics: financial advisors, Social media for financial advisors

    What Not To Do On Social Media

    The vast world of the interweb is abuzz with a billion steps that SMEs can (and should) take to maximize their social media impact. While adopting these pearls of wisdom could bring varying levels of success to your organization; not to be left behind, we went and made our own ...

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    Topics: Compliance, General, Marketing, Social Media, Social media for financial advisors

    4 Tips for Writing a Compelling LinkedIn Profile

    This post was authored by Charlie Van Derven of Social Advisors. Charlie will be joining Advisor Websites for an educational webinar on Leveraging the Power of LinkedIn to Grow Your Business, on Tuesday, January 27, 2015.

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    Topics: advisor websites, LinkedIn, LinkedIn for financial advisors, Social Media, Social media for financial advisors

    The Key to Creating Highly Shareable Content

    There has been an abundance of research on social media but until recently we’ve not had a comprehensive way of understanding why people share content online and how to use that knowledge to create highly shareable content.

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    Topics: advisor websites, content, content marketing, Marketing, Online Marketing, Social media for financial advisors

    Fun [Infographic] Friday: Small Business Social Media Cheat Sheet

    This Friday I won't bore you with a lengthy preamble - aside from the flirtatious poke, a Facebook feature no longer in play, this 2012 infographic from Visually is a useful tool if you're a small business thinking about embarking upon a social media marketing endeavour.

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    Topics: advisor websites, facebook for financial advisors, LinkedIn for financial advisors, Social Media, Social media for financial advisors

    Financial Advisors and Online Presence – Why It Matters

    You’re a financial advisor. Have you given much thought to how powerful your online presence is and why should you care?  Put yourself in your prospect’s shoes.  What will they do first to screen you for the right “fit”?  You guessed it: They look at your digital footprint.

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    Topics: advisor websites, How-To, promote your financial website, Online Marketing, Social media for financial advisors

    LinkedIn and Lead Generation: Does it Work?

    LinkedIn and Lead Generation Financial advisors often hope for the “magic bullet” when it comes to marketing. What is the easiest way to make my phone ring? If that sounds like something you ask yourself frequently, then you may quickly dismiss LinkedIn as a lead generation ...

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    Topics: advisor websites, Business Growth, LinkedIn for financial advisors, Social Media, Social media for financial advisors

    Generate New Business in the Digital World

    Smart financial advisors know that ongoing success depends on proactively developing leads and cultivating client relationships.

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    Topics: advisor websites, Marketing, resources for financial advisors, Social Media, Social media for financial advisors, technology