25 January 2017

Are Your Files Being Stolen?

2022-08-07T16:15:40-04:00January 25th, 2017|Technology|0 Comments

You may be unknowingly giving away information people pay you for or that you otherwise want to keep private, for free. I was recently reminded about a situation that happened to me many years ago; because something similar recently happened to a client. More than a decade ago, I couldn't find an article I'd included in one of my e-books on my external hard drive, so I went online to find a version that I may have given another blogger to use. (Bloggers did a lot of guest authoring in the 2000's.) To my surprise, I found a current version of the entire e-book in a PDF or MS Word downloadable format on my website! I

12 September 2016

Ask These 12 Questions Before Attending Networking Events

2022-08-07T16:15:43-04:00September 12th, 2016|Networking|0 Comments

As business owners, we're tempted to attend a myriad of networking events. Take part in all the events you find, and you’ll be very busy. Attend the wrong events, and you’ll be busy AND broke. Early in my firm’s history, I looked at my calendar and started laughing. I was very busy . . . going to networking events. I wondered what my old bosses would think about my expense account. What would they say to me? They wouldn’t be laughing, that’s for sure! An interesting thing happens to business owners when they network. They’re so glad to be around prospects that they forget events cost money--more money than they think. In addition to the event

24 August 2016

How to Optimize Your LinkedIn Professional Headline

2022-08-07T16:15:43-04:00August 24th, 2016|Social Media|0 Comments

In order to get the most out of your LinkedIn presence, optimize every part of your profile, including your LinkedIn Professional Headline.  This appears under your name on your profile.  This space is auto-filled the “title” from your last place of employment, but you can change it to say whatever you want. You have 120 characters (letters and spaces) to write a powerful and descriptive headline that speaks to your ideal client. There are four different ways most LinkedIn users choose to write a headline. 1. Your Job Title as Your LinkedIn Professional Headline Some people feel that they need to use the name of their firm and a fancy position in their LinkedIn professional headline

5 August 2016

7 Helpful Resources To Refine Your Niche

2022-08-07T16:15:44-04:00August 5th, 2016|Niching & Attracting Ideal Clients|0 Comments

You’ve heard it before, but I’ll say it again.  To stand out in a crowded and competitive market, you need a niche. You may be considering niching as a strategy to increase your client base and productivity.  If so, you'll find the blog articles and webinar resources below helpful. Refine Your Niche with 158+ Examples for Financial Advisors Here is an ever-expanding list of possible niches to get you thinking.  They are sectioned into three categories -- what I call the 3 P's:  population and product (which most financial advisors think about when they are considering niching) AND passion (yours and your clients).     13 Reasons Why You Should Refine Your Niche This is a list

27 July 2016

10 Reasons For Advisors to Niche

2022-08-07T16:15:44-04:00July 27th, 2016|Niching & Attracting Ideal Clients|0 Comments

Niching. YUCK! I'll miss clients, right? I'll have to give up some of my current clients! I'll get bored. I won't be challenged. Advisors have plenty of reasons why they won't niche. Their fears often beat out the important reasons TO niche! Here are 10 reasons you want to choose and market to a target market: 1. According to CEG Worldwide research, 70 percent of top financial advisors—those earning at least $1 million annually—focus on a niche. 2. It’s much less expensive to create marketing materials geared to a subset of the population. 3. Generate more awareness of your brand, which brings prospects to you. 4. Word of mouth easily builds your reputation in your specialization because

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