For Gen Z, tech is money
For advisors, connecting with Gen Z presents a unique challenge and opportunity.
Category: Business Building
Advisors can now reference reviews in their marketing
With clarification from the SEC, advisors can now reference online reviews in their marketing materials.
Setting up your video conferencing studio
By having a firm grasp on the technology and production standards required of a successful video conference, you can continue to build and enhance your important client relationships.
How to get started with LinkedIn Sales Navigator
This checklist is tailored for advisors who want to get started using Sales Navigator.
5 ways to optimize your LinkedIn profile
Use this checklist to make sure your LinkedIn profile is optimized to appear in relevant online searches.
Templates for LinkedIn messaging
These templated responses for LinkedIn messaging can save time and spark new connections.
How advisors are tapping into TikTok and Reddit
Putnam’s research found that 31% of financial advisors using social media for business are using Reddit, and 21% are using TikTok.
Do’s and Don’ts of connection requests on LinkedIn
Spending a few extra minutes crafting a personalized note when inviting to prospects to connect on LinkedIn can help lead to a productive new client relationship.
Prospecting recent retirees using LinkedIn
Advisors have a business-building opportunity to identify and support recent retirees by using LinkedIn searches.
Use LinkedIn to prospect for Millennial money in motion
Although Millennial retirement savers are nowhere near retirement age, they already represent the biggest opportunity for rollover business.