14 January 2015

LinkedIn Tip: Save your connections!

2022-08-07T17:41:23-04:00January 14th, 2015|Social Media|0 Comments

You've worked hard (or not) to gather your current list of LinkedIn connections. How would you feel if you attempted to log in to your account and found that it had been closed? Don't let your valuable business connections disappear from your sight! True story. One day, back in 2007, I (tried to) log in to my LinkedIn account and received a message that my account had been shut down. I had no idea just how long it had been closed -- or why. It took me another four days to find a way to contact LI and learn what happened. Ended up that I had unknowingly violated the LI User Agreement, someone had

2 August 2014

Gain More Exposure With This Often Missed LinkedIn Feature

2022-08-07T17:41:29-04:00August 2nd, 2014|Social Media|0 Comments

Often, when I conduct a search on Bing or Google for a firm, what comes up first is the company's LinkedIn Profile -- or an employee’s. It's strange, but true. A LinkedIn profile shows up even before the website they spent thousands of dollars to create!     Using LinkedIn When you use LinkedIn, you're using it personally. That's why the User Agreement states that you must upload a personal photo on your profile and when you fill in the profile, it asks for your first and last name. You have created your summary and experience to include keywords (where you're located, where the clients you service are located, your specialty, etc.) in your description OR

12 April 2014

Financial Advisors: When It Comes To Social Networking, Get Found Local

2022-08-07T17:41:30-04:00April 12th, 2014|Social Media|0 Comments

Your prospects search for services and products, including the advisory services you provide, on the Internet or using their mobile devices. Today, having a website isn't enough to get your firm found locally or to stand out from a crowd of local competition.   Today’s telephone book is called “the local search engines”. If you want to be found by local clients, but aren't ready to hire a Search Engine Marketer (SEM), this article will provide you with the “major” local engines that you want to be listed on.  As usual, I’m providing you with Action Steps to turn this to-do… into a to-done.   How many of your clients find you locally? How many do

23 October 2013

Are You Ready To Seriously (And Profitably) Network on LinkedIn?

2022-08-07T17:41:41-04:00October 23rd, 2013|Social Media|0 Comments

Create or update your LinkedIn profile using our template and easily show it to your Compliance Department for approval! Learn how to use the various tools LinkedIn offers to grow your business, build your credibility, connect with people you've already met, send information to your clients, and more. Get all your questions answered during the weekly calls and via email. Why use LinkedIn? Some interesting statistics: 5 million affluent investors use social media to research final decisions. 73% use LinkedIn to research financial decisions.* 79% of the Ultra Affluent (over $5 million in investable assets) do their own investment research. They are 37% more likely to trust information from their LinkedIn network and 157% more likely

15 July 2013

FA Tactical Tips: 10 Questions for Twitter Beginners

2022-08-07T17:42:43-04:00July 15th, 2013|Social Media|0 Comments

Do you feel left out when people talk about Twitter? Are you anxious to start tweeting but afraid that asking questions will reveal your lack of knowledge? Is your Twitter account set up, but looking silent and dismal? Answer these 10 questions, and you'll be well on your way to chirping up a storm! 1. What name will you choose as your Twitter handle, company name or personal name or both? Learn more at: http://blog.hubspot.com/blog/tabid/6307/bid/4495/Twitter-Handles-Dos-and-Don-ts-and-eBook.aspx 2. Where do I start? Sign up at www.Twitter.com 3. What graphic will you use as your Twitter background? What's a background? Learn more at https://twitter.com/settings/design 4. What graphic will you use as your header? What's a header? Learn more at

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