Where, Oh Where is my Calling List?

Where, Oh Where is my Calling List?

In my last article, Marketing Funnels for Financial Advisers, I gave an overview of marketing funnels and their important role in marketing for financial advisers. This article will cover the first step – lead generation – and why sales is no longer about the calling...
Marketing Funnels for Financial Advisors

Marketing Funnels for Financial Advisors

Marketing funnels describe how potential customers move from looking to buying. Advisors can and should use that concept. In this multi-part series, I will explain how advisors can gain more control over the funneling process. In this first part, I will define a...
The 411 on LinkedIn ProFinder

The 411 on LinkedIn ProFinder

New Tool LinkedIn ProFinder Helps ‘Link’ Members to Financial Advisors The professional social network LinkedIn developed and released a new tool called “ProFinder”.  This professional services marketplace is designed to help members be able to find and connect with...