02
MarIf you think social media is just a place to post pictures and chat with friends, think again. Consider a few interesting stats from a recent survey: 85% of financial advisors use social media for their business 85% also said that using social media shortened their selling process 80% gained new clients (with an average of $5 million […]
01
MarFrom the time we were preteens, we’ve been asked to spend time getting to know our peers. Our parents and teachers would put us in group settings because the pack has more to teach one another. The power of the collective knowledge and skill outweighs many other strong suited, tribal groups. It makes sense that in modern[…]
28
FebAs a wealth manager, you know that an important part of your job goes beyond the actual managing of wealth. It is about managing the client. It’s also about retaining the client so they continue to use your services for many years. To retain clients over the long term, you need to make sure you are keeping[…]
