Why You Should Never Give Up on Social Media as a Financial Advisor
This is part 1 of 2 in our series: Social Media for Financial Advisors.
Most financial advisors know social media is an important marketing strategy, but they don’t always understand the how or why. It’s confusing (and understandably frustrating) because there are plenty of marketing articles touting the impressive ROI for both paid and organic social media posts. Consequently, advisors are often disappointed when they post for months on end and see no tangible return for all their work.
But here’s the thing—most of those articles weren’t written with you in mind.
Keep reading to learn more about social media for financial advisors, and why it’s important.
Why Some Advisors Have Had Record Years During the Pandemic (and What You Can Learn From Them)
When I meet with a new financial firm or I call a client I haven’t spoken to in a while, I like to ask them, “How’s business been lately?” And since the pandemic, almost every one of our clients seems surprised by their own response: “It’s been the best two years I’ve ever had.”
Check out this blog for the reasons behind this phenomenon, and how you can leverage what these advisors have learned.
Wellness in the Workplace: Practical Tips for Busy Businesses
This is part 3 of 3 in our series: Wellness in the Workplace.
There are endless ways to cultivate a healthy culture in your workplace, and your employees probably have some great ideas of their own — but if you need help getting started, here are some creative and simple ways to make wellness a regular part of your practice…
Wellness in the Workplace: Laying the Groundwork
This is part 2 of 3 in our series: Wellness in the Workplace.
Creating a culture of wellness that effectively improves health outcomes and bolsters morale requires intentionality and forethought. “Wellness” encompasses a broad spectrum of your employees’ lives, so without a balanced, holistic approach, you can end up wasting time, effort, and resources on initiatives that don’t help your employees or your company. But with a focused plan in place, you can change your team—and your business—forever.
Wellness in the Workplace: Is It Worth It?
This is part 1 of 3 in our series: Wellness in the Worplace.
Whether your team is working remotely or you’re back in the office together, your employees spend an average of 40 hours a week in your company (even if it’s just a virtual company)—and that means you have the power to impact their lives in a huge way. Keep reading to learn more about workplace wellness and what it could do for your financial practice.
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