24 April 2015

Financial Advisors: How are you using Skype in your business?

2022-08-07T17:41:20-04:00April 24th, 2015|Technology|0 Comments

The platform is there for you to use in your business. Its technology that works well 95% of the time. The technology platform is there for you to use in your business. Its works well 95% of the time. You can use it from the comfort of your home or office. It's a great platform that allows you to connect with clients more often when they are not local to you. Many business owners use Skype with clients who are local because it gives your clients the option of sitting in their backyard (or not sitting in traffic) while working with you. Skype gives financial advisors the opportunity to meet with clients more often or for

21 March 2015

8 Website Mistakes Make That Turn Away Serious Prospects

2022-08-07T17:41:21-04:00March 21st, 2015|Website Development|0 Comments

A prospect visits your financial advisory website after a friend gave them a referral to you.  They like what they see and would like to take the next step -- to speak with you.  They never contact you. Instead they leave your website annoyed (actually pissed off that they just wasted their time on your site). Why? You've probably made one (or more) of the 8 website mistakes listed below that annoy prospects and make them leave a website (even when they are looking to hire someone): Have you given your website visitors all the ways they can contact you?   1) You've Made It a Hassle to Contact You #1 There is no "contact us",

21 March 2015

If you want to annoy prospects or clients, do this with your email!

2022-08-07T17:41:22-04:00March 21st, 2015|Technology|0 Comments

Have you ever sent an email to someone and instead of getting a response, you learn that the email you've contacted doesn't accept messages? It's called a "no reply" email and in my opinion, it should be banned!   You might get one when you join someone's email list or receive  a link to a free report. You might get it when you pay for a service and they send you a welcome note.   Hint to companies who use them... they are annoying!  Let alone that, consider what message you're sending to prospects or your clients.  "I want your business but I really don't want to hear from you".  ERRRR   ACTION 1) Go into your

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

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