Monthly Archives: July 2021

Tips to Make Your Facebook Page More Effective

Facebook is a fantastic way to build your business organically… if you do it right.  Remember, we are talking about your Facebook BUSINESS page, not your personal profile.  Do NOT blend the two.  Keep them totally separate. Don’t worry, it … Continue reading

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The Best Testimonials EVER… and you don’t say a thing… and EVERY advisor can use them!

We’d all love to use testimonials… they are powerful.  However, the rules about using testimonials depends on how you are licensed.  So, let’s just talk about the potential ways to use testimonials regardless of whether you are an RIA, registered … Continue reading

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“So, What do you do?”

When someone asks you that question, what do you say?  This is a watershed moment for you.  You may be talking to your next client… which it costs nothing to find, since you are already talking to them… or you … Continue reading

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