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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.
Beside talent and a sterling portfolio, what can world-class consultants like Deloitte & Touche, Societe General and Towers Perrin boast has helped them achieve success in our entrepreneurial economy? They all have the inside track on the indispensable "Trusted Advisor" model for client relationships, created by renowned experts Charles Green and Robert Galford. Now Green and Galford have teamed up with the acclaimed David Maister in order to help their latest high-profile, fast-forward client: you. In this straightforward guide, Maister, Green and Galford show readers that the key to professional success goes well beyond technical mastery or expertise. Today, it's all about the vital ability to earn the client's trust and thereby win the ability to influence them. In these high risk times, trust is more valuable than gold. With this critical, highly detailed and accessible resource, readers will learn the five crucial steps for developing, managing and improving client confidence. For both emerging and established entrepreneurs and consultants, THE TRUSTED ADVISOR is the first truly indispensable business book of the decade.
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.
The best and the brightest use advisors and experts. In fact, one could say that they are the best and the brightest because they utilized trusted advisors throughout their careers. Whether in business, sports, entertainment, academia, or politics–expert help is a fundamental enabler of success. That means that the demand for expert advice will grow and the competition will increase for such help. This isn’t a matter of “certificates” and “universities,” it’s a matter of specific skill and behavioral sets that create a trusting bond and reliance. Trusted advisors are beyond coaches—they are comprehensive resources and supporters. The Modern Trusted Advisor employs important mastery traits, such as subordinating ego, applying shared experiences, and managing emotional, mental, and intellectual health. We are entering a world of “no normal” today and leaders must inspire others daily. This is the book that prepares you to inspire those leaders.
The biggest problem facing Financial and Insurance Advisors today is to generate more qualified appointments consistently. The world has changed, technology and social media coupled with greater competition and complex financial products are making it difficult for Financial Advisors to keep up and continue to grow their practices. This book will provide a simple and modern method to generate qualified appointments using "compliant" social media strategies that we are using today.This book is a "must-read" social media marketing guide for Financial Advisors that are looking to scale their practices, gather more AUMs, close more Annuities, sell Life Insurance or even build a team of recruits.We created AdvisorLearn.com platform to help Financial and Insurance Advisors learn about right way to use social media to generate meetings and clients.What most Advisors don't understand is the principle of "more with less" and "less is more". This book shows how to build a laser-focused marketing plan and the two powerful methods and two powerful platforms that are best suited to generate a "Consultation" type of leads.This 65-page book is easy to read and in it, you'll learn...1. How To Generate Qualified Appointments Using 2 Simple Campaigns On LinkedIn and Facebook ...80 Advisors Are Using This Secret Method2. Get a FREE Social Media Checklist For Financial Advisors...find out today what you can do and what you can't and how can this impact your practice right away3. What Is The End To End Strategy To Make Social Media Work...the real work that must be done outside social media platforms
The social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Written by an industry specialist Jennifer Openshaw, alongside Stuart Fross, Fidelity International's former general counsel, and Amy McIlwain, president of Financial Social Media, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contributions from industry leaders at Charles Schwab, Citibank, and others provide inside perspective and experience so readers can tap into a new audience. With a focus on compliance, the book clears common hurdles while dispelling myths and outlining effective methods and techniques. Readers also gain access to a website featuring videos, Q & As, tutorials, Slideshare, and a social media policy template. Social media is one of the hottest topics in finance. From solo practitioners to large asset managers, everyone's consumed by how, when, and where to use this new and powerful medium—but guidance is hard to find. The Socially Savvy Advisor covers the entire issue, from platform, to content, to what not to do. Best practices in using social media for advisors and compliance officers Planning for the regulators, vs. failing to plan Challenges with LinkedIn, Facebook, Twitter and other social platforms Elements of a good social media policy Managing the top issues related to marketing and business development, engagement, and compliance With the right plan and the proper technique, social media marketing can dramatically improve client outreach and retention. The Socially Savvy Advisor provides the expert insight, tools, and guidance that shape a robust, effective strategy.
Whether you have $100 or $100 million in your bank account, you have the power to change the world for the better. Having lived through recessions and pandemics, we all recognize the importance of financial well-being. But we are also living in a time of uncertainty, marked by injustice, climate crisis, and social change. How do we reconcile these two things--our financial well-being and our desire to advocate for a more just and equitable world? Perhaps you already donate to causes you care about, or you're looking to start, but the world of finance and investment feels intimidating, especially if you've never invested before. You know that money isn't the silver bullet to social injustice and economic exclusion, but it certainly can help! While our investments should bring returns that meet our needs for expected and unexpected life events, our investments can also be a powerful extension of our values, intentions, and commitments: we can invest in what we care about. The Social Justice Investor is ready to help you put your money where your values are. This step-by-step guide to personal finance removes all the technical jargon and introduces you to the basic building blocks of investment management. Once you have your "toolkit," The Social Justice Investor walks you through how to apply a social justice lens to your investments (including how to talk to your financial advisor). You'll learn to select investments that match your stated objectives, allocate your resources widely and wisely, and measure your success. We can help change the world for the better, and it starts with where we decide to put our money.
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.
Despite the critical role that community-based supervisors play in the training of social work students, there has been no comprehensive resource for core information—until now. This is a sage, practical guide for social work field instructors who want to provide expert guidance to their students in the field and in the classroom. It helps field educators to impart the knowledge, skills, and values of the social work profession and to assist students in translating classroom knowledge into effective practice in realworld settings. The book helps instructors to master the nuts and bolts of field education by delineating how to orient students to field work and supervision, monitor cases, evaluate student performance, navigate professional ethics, comply with CSWE practice competencies, and fulfill all requirements of a social work practicum. The authors, who are seasoned social work practitioners and veteran field instructors, distill years of hard-earned wisdom regarding all components of the field education process. They describe how to recruit practicum students and facilitate positive collaboration between school and field agency. The chapters outline dos and don’ts of supervision, learning assessment planning and agendas, evaluation plans and techniques, how to integrate theory and practice, and how to best assist students who are struggling. Plentiful examples from social work programs and field agencies clearly illustrate the challenging process of providing field instruction to both graduate and undergraduate social work students. KEY FEATURES: Provides comprehensive, practical guidance for all aspects of social work field education Includes helpful strategies regarding challenging aspects of field education Addresses student orientation, evaluation, professional ethics, supervision dos and don’ts, integrating theory and practice, and much more Guides field instructors in complying with CSWE practice competencies Helps field instructors clarify the expectations of a social work practicum and stay connected with their students’ schools
Written for students and practitioners of social entrepreneurship, this text is about the opportunity and challenge of applying leadership skills and entrepreneurial talents creatively and appropriately to create social value.