Download or read book The LinkedIn Guide for Financial Advisors written by Claire Akin and published by . This book was released on 2017-05-03 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: The LinkedIn Guide for Financial Advisors offers step-by-step instructions for mastering the world's largest professional network. Filled with relevant examples and success stories from independent financial advisors, the guide reviews how to optimize your LinkedIn Profile, expand your network, search for and identify qualified prospects, as well as the art of asking for an introduction from someone who knows and trusts you. Finally, the book offers a proven strategy for using content marketing on LinkedIn to attract new leads. Updated and expanded with new strategies for 2017.

Download or read book The Indispensable LinkedIn Sales Guide for Financial Advisors written by Kevin Nichols and published by . This book was released on 2014-01-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Social Media Handbook for Financial Advisors written by Matthew Halloran and published by John Wiley & Sons. This book was released on 2012-06-28 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Expert advice for financial advisors looking to make the most of social media platforms Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century. For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom. Designed to teach financial advisors how to use social media to better market their services to attract new clients and referrals Presents expert communication advice from top financial advisor coach Matthew Halloran Categorizes communicators in a unique new way Teaches financial advisors how to use social media in new, highly effective ways that they've never even considered An essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard.

Download or read book The No Regrets Guide to Retirement written by Patricia Howard and published by John Wiley & Sons. This book was released on 2021-02-08 with total page 199 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn to take control of your finances and your retirement with this one-stop Australian financial planning bible Have you ever wondered if you have enough money to make it through retirement? The No-Regrets Retirement Guide: How to Live Well, Invest Wisely and Make Your Money Last provides readers with a definitive answer to that question, as well as many others you may have always wanted to ask. Qualified financial planner and author Patricia Howard offers no-nonsense guidance on what it takes to get you to, and through, retirement. You’ll learn how to: Develop a positive and productive mindset as you enter retirement Take control of your finances, regardless of how much money you make or have Learn how to live on invested income rather than earned income Understand and learn to avoid the biggest pitfalls people commonly encounter as they approach retirement Perfect for people entering or already in retirement, The No-Regrets Retirement Guide also belongs on the bookshelves of anyone interested in ensuring they are in a financial position to enjoy their golden years.

Download or read book The Marketing Guide For Financial Advisors written by Claire Akin and published by . This book was released on 2019-11-06 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.

Download or read book The 2016 Linkedin Guide for Financial Advisors written by Claire Akin Mba and published by Createspace Independent Publishing Platform. This book was released on 2016-03-23 with total page 122 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 2016 LinkedIn Guide for Financial Advisors offers step-by-step instructions for mastering the world's largest professional network. Filled with relevant examples and success stories from independent financial advisors, the guide reviews how to optimize your LinkedIn Profile, expand your network, search for and identify qualified prospects, as well as the art of asking for an introduction from someone who knows and trusts you. Finally, the book offers a proven strategy for using content marketing on LinkedIn to attract new leads.

Download or read book The LinkedIn Starter Kit for Financial Advisors written by Jeremy Jackson and published by Createspace Independent Publishing Platform. This book was released on 2015-08-17 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: From the author of The Marketing Handbook for Financial Advisors, this short guide provides a to-the-point explanation of how to build a compliant and effective profile as well as guidance on how to build new and existing client relationships.

Download or read book The Financial Diet written by Chelsea Fagan and published by Holt Paperbacks. This book was released on 2018-01-02 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: A guide to personal finance that will help teach budgeting skills, stocking a budget-friendly kitchen, talking to friends about money, investing, and more.

Download or read book Financial Blogging written by Susan B. Weiner and published by CreateSpace. This book was released on 2013-07 with total page 118 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Blogging has become a "must" for many independent and fee-only financial advisors. It's a great way to build your business by connecting with current and potential clients as well as referral sources. Blogging attracts prospects to your website, media attention, and speaking engagements ... This book will help you conquer the challenge of producing high quality blog posts by following a step-by-step process, including how to: generate and refine ideas for blog posts that will engage your readers; organize your thoughts before you write so you can write more quickly and effectively; edit your writing so it's reader-friendly and appealing; spread the word about your blog and attract more visitors"--Page [4] of cover.

Download or read book LinkedIn Success for Financial Advisers written by Philip Calvert and published by . This book was released on 2019-10-19 with total page 85 pages. Available in PDF, EPUB and Kindle. Book excerpt: Attention all IFAs, financial planners, wealth managers and professional financial advisers on LinkedIn who want to attract more of the connections and clients they really want. If you're looking to succeed with LinkedIn then this brand new cheat sheet and guide by LinkedIn expert and international speaker Philip Calvert, reveals how to easily use LinkedIn to attract more of your ideal clients and contacts such as professional connections and business introducers. In fact, here's just a sample of what you'll discover in the pages of this insightful new book for financial advisers: Forty-eight reasons why IFAs, financial planners, wealth managers and financial advisers should be using LinkedIn as part of your sales and marketing strategy How to quickly and easily create a LinkedIn profile that gets you noticed How to appear high in LinkedIn search results for your area of expertise Twenty-one 'must do' action points for winning with LinkedIn The right way to choose the keywords and hashtags that you use on LinkedIn How to post status updates that get you noticed How to post articles that will get you multiple views A new and little-known technique for being noticed by the LinkedIn algorithm Proven networking questions that build relationships online and offline ...and much, MUCH More! And, as a special bonus, we'll also reveal proven messaging and connection scripts that make sure your communications are noticed, opened and accepted! One financial planner revealed that he won a valuable new pension and investment client the very first time he used the networking techniques decsribed in this book. Never before have you had such a unique opportunity to have this proven LinkedIn expert take you by the hand and explain how to use LinkedIn to attract more of the connections you really want. 100% Risk-FREE Guarantee. Get started right now - click the order button and you're on your way to getting more of your ideal connections on LinkedIn!

Download or read book The Charles Schwab Guide to Finances After Fifty written by Carrie Schwab-Pomerantz and published by Crown Currency. This book was released on 2014-04-01 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.

Download or read book Disrupting Linkedin written by Yakov Savitskiy and published by Createspace Independent Publishing Platform. This book was released on 2017-08-07 with total page 180 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you a business owner, marketer, or sales professional who's ready to discover a new way of using LinkedIn to find more leads, receive more referrals, and attract more high-end clients? In this book, you'll discover proven strategies for turning your LinkedIn profile into a lead and referral generating machine.

Download or read book The Million Dollar Financial Advisor Team written by David J. Mullen, Jr. and published by AMACOM. This book was released on 2018-08-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.

Download or read book The Financial Adviser s Guide to Attracting Leads with LinkedIn written by Philip Calvert and published by . This book was released on 2019-12-27 with total page 307 pages. Available in PDF, EPUB and Kindle. Book excerpt: Attention IFAs, Financial Planners, Wealth Managers and Financial Advice professionals who use LinkedIn... Are you looking for more of your ideal leads, clients and connections on LinkedIn - without paying for advertising? Whilst Facebook continues to be all dominant in the social media space, LinkedIn is receiving significantly increased attention - so much so that financial advisers around the world are more eager than ever to include it at the heart of their sales and marketing activities to attract high quality new leads.. But very few financial advisers use LinkedIn strategically, so they are missing out on a potential goldmine. This book and planner will help them to get far greater focus on the key activities that are proven to attract new leads - and without paying for advertising. This unique book is part guide, part planner and part journal, giving you, the professional financial adviser the opportunity to get clear focus on why you are using LinkedIn, and also to document your progress and success. If you finally want to start seeing the results you really want from LinkedIn - you should order your copy now...

Download or read book Maximizing LinkedIn for Sales and Social Media Marketing an Unofficial Practical Guide to Selling and Developing B2B Business on LinkedIn written by Neal Schaffer and published by Neal Schaffer. This book was released on 2011-08-07 with total page 259 pages. Available in PDF, EPUB and Kindle. Book excerpt: Neal Schaffer helped revolutionize the way professionals utilize LinkedIn with his award-winning book Windmill Networking: Understanding, Leveraging & Maximizing LinkedIn. He now does the same to enlighten companies how to develop business on LinkedIn with Maximizing LinkedIn for Sales and Social Media Marketing. Thought Linkedin was just for job seekers? Think again. Linkedin is the most important destination for your sales and social media marketing efforts if your company is selling products and services to other businesses. When looking at Linkedin's extensive functionality from a sales and marketing perspective as presented in this book, you'll soon understand how you can create new business from your Linkedin activities. After reading this book you'll learn how to master the Linkedin platform to develop business, including how to create a sales-oriented profile and connections policy to attract more leads, become an industry thought leader by establishing your own community within the lucrative Linkedin demographic, set up your Linkedin Companies Page to improve your reputation--and drive more traffic to your website, and optimize your Linkedin presence as part of your social media optimization efforts. This practical guide, supplemented by more than 15 case studies, will teach you and your employees everything you need to know on how to successfully develop leads and business on LinkedIn.

Download or read book Succession Planning for Financial Advisors written by David Grau, Sr. and published by John Wiley & Sons. This book was released on 2014-06-02 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.

Download or read book Your Complete Guide to a Successful and Secure Retirement written by Larry E. Swedroe and published by Harriman House Limited. This book was released on 2021-02-23 with total page 239 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully revised and updated second edition. This is your one-stop, definitive resource as you prepare for a secure and comfortable retirement. Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more. These topics are explained with the help of specialists in each subject. And everything is based on the "science of investing" – evidenced with studies from peer-reviewed journals. Overall, this adds up to a complete retirement guide, packed with the latest and best knowledge. Don't enter your retirement without it.