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Planning and Advice

How to freshen up your website

A modern website attracts the younger generation.

By Dean DiSpalatro |September 5, 2014

7 min read

Planning and Advice

6 tips for attracting new clients on LinkedIn

When it comes to prospecting, mass marketing is out and relationship building is in. Here are six tips for making the most out of your opportunities on LinkedIn.

By Maureen McCabe |August 20, 2014

5 min read

Planning and Advice

Social media offers free client info

How to use Facebook, Twitter, and LinkedIn to connect with your book.

By Stuart Foxman |July 23, 2013

7 min read

Planning and Advice

What if you share a name with a criminal?

Financial services consultant Jeff Thompson* was crossing the U.S. border a few years ago when his vehicle was surrounded by armed border guards and his entire family ordered to step out. They told him his youngest son shared a name with a fugitive.

By Vikram Barhat |July 22, 2013

5 min read

Planning and Advice

11 ways to use LinkedIn effectively

You’ve learned how to optimize your profile, so here are some tips on how to use LinkedIn more effectively.

By Melonie Dodaro |June 18, 2013

4 min read

Planning and Advice

Find and meet online prospects

Most advisors can’t move their online prospect relationships offline. That means they see no return on investment for their efforts, so they often give up on their social media marketing strategies. But that’s a mistake. In this article, I’ll show you how to transition your client relationships on LinkedIn since it’s the most effective network for advisors.

By Melonie Dodaro |June 14, 2013

3 min read

Planning and Advice

Should you pay for a better LinkedIn profile?

Blogs. Twitter. LinkedIn. Facebook. There are more channels than ever to connect with clients and prospects. The challenge is navigating and using those channels to your best advantage. Will hiring a social media consultant help?

By Stuart Foxman |May 7, 2013

3 min read

Planning and Advice