Why You Should be Using LinkedIn for Client Acquisition
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“This is not an information age. It’s an age of networked intelligence.” Don Tapscott This is the first post in a four-part series about LinkedIn Disclaimer: Most financial services companies have restrictions about what you can and cannot do on LinkedIn, so keep that in mind as you apply this advice to your own situation. […]
Expanding Your Business: When to Make the Leap
LMG CEO Kelly Edwards was quoted in an article by Fupping on the topic of expanding your business. She was quoted in tip number seven in the article, “Be Smart With Your Hiring.” Read the Article on Fupping’s Website
Writing the Perfect Executive Bio
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“Either write something worth reading or do something worth writing.” Benjamin Franklin “So tell me about yourself?” It’s the question we have all heard a dozen times. Most likely it occurs in an interview, and what do you do? Well, you freeze, of course! Maybe it is because you fear sounding boring or you wonder […]
Millennial-Friendly Messages
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The majority of our clients focus on marketing to high-net-worth individuals and families. Over the years, we have started to see a trend in some of our clients beginning to focus more on marketing to millennials. There are a few reasons we believe this trend is taking place that are interesting to consider. You might […]
A Lesson from Starbucks: How to Create an Ideal Client Experience for Financial Advisors
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There are no traffic jams along the extra mile. Roger Staubach If clients can get the same services from anyone, why are they going to choose to do business with you instead of another advisor down the street? The answer is, you must offer clients an experience they are not getting from anyone else. Let’s […]