Lead Scoring: Better Focus, Better Clients, Better Relationships

One of the biggest topics in most sales-based industries is lead generation. Lead generation is a key step in driving sales and business development.  What is a lead worth though? After all, not all leads are created equal. Segue into lead scoring, a system that every business should have in place. What is lead scoring and how does it benefit […]

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Social Selling Challenge

There are simple things you can do every day, week and month to leverage social media for sales. Our initial Social Selling Challenge is designed to help you turn LinkedIn into a sales machine. Are you interested in consistently topping off your sales pipeline? Here is a simple, 10-minute daily routine to help you leverage LinkedIn to start hundreds of […]

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Building a Remote Team That Sets Your Business Up for Success

These days, more companies are realizing the benefits of putting together remote teams. Not only are remote workers generally less stressed and more passionate about their work, but companies who hire remote workers have fewer on-site costs and complexities to deal with, as well as a larger number of qualified job candidates to choose from.  Even so, building a good […]

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What is the LinkedIn SSI and Why Does it Matter to You?

The LinkedIn Social Selling Index (SSI) score is a metric that LinkedIn put in place to measure the activity of their users. Since its inception in 2014, SSI has gone through a number of updates, always working toward measuring each user’s effectiveness as a social seller. As the score increases, LinkedIn believes it can accurately predict who is more or […]

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How to turn conversations from “Left on Read” to Your Next Client!

You finally did it! You took the leap and went head first into a conversation with your ideal client. But for some reason you were left on read.It could have been your messaging, your profile, or the fact that it is your first message to them and they decided to just ignore it. The one and done approach isn’t helpful to […]

Categories: Financial Advisors Social Media Tips and Tricks
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Designing the Sale: Increasing Conversion Rates

If I asked you what the purpose of your advisor website is, what would your answer be? In most cases, financial advisors want their websites to perform well, namely to increase conversion rates. This could mean anything from obtaining more sign-ups or subscribers to their financial products or services. “Conversion” is an online marketing term that describes an instance of […]

Categories: Financial Advisors Social Media Tips and Tricks
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Top 5 Reasons Why Facebook Rejected Your Ad

Facebook is a powerful force in digital advertising. Facebook’s reach, cost, and targeting abilities makes it one of the most influential online platforms in the online world. However, Facebook isn’t the Wild West. Any advertisement you’d like to share on the network goes through strict review, holding it against strict guidelines before Facebook will share it with your audience. Noticing […]

Categories: Blogging Facebook Social Media Technology Tips and Tricks
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Leads, LinkedIn and Your Small Business

You probably are already using social media pages for your small business. Much has been expounded about the need for social media as a brand building tool, but social media can be much more than that. Not only do 50% of businesses report that using social media increased consumer satisfaction, but 24% of businesses using social media for lead generation […]

Categories: Blogging Linkedin Technology Tips and Tricks
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Why You, Yes YOU, Should Use LinkedIn Sales Navigator

It’s hard to be a financial advisor on the internet. We get it, compliance is tough, your company has its own regulations, and keeping up a social media persona is grueling work, especially when the perception is your target audience still primarily consumes print media and is best won over with a game of golf and a strong handshake. Know […]

Categories: Blogging Financial Advisors Linkedin Social Media Technology Tips and Tricks
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4 Ways to Become an Advisor to Potential Clients

You’re an amazing financial advisor, and your potential client is right there, ready for you to swoop in and help them achieve their dream. Here are a few tips you can keep in your back pocket to help you convert that potential into an actuality.   Stop Promoting. Your clients are people, real people who have wants and needs and […]

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