Archive for July, 2010
7 Steps to Referral-Rich Facebook FANS for Wealth Advisors
Posted by: | CommentsDo you know what a Facebook Fan is worth? $136.38! That’s according to a June study by Syncapse . Not only that, it turns out Facebook Fans are 28% more likely than non-fans to continue using a brand and 41% more likely than non-fans to recommend a fanned product to their friends
While this report may not directly apply to financial advisor and investment firms, it points to a new and largely untapped referral source for savvy financial advisors.
Here are 7 steps for a successful – and compliant – Facebook Page for your business…and turn on your referral engine: Read More→
NAIFA-FL Conference
Posted by: | CommentsHeard today at the NAIFA-FL 78th Career Advancement Conference and Expo:
- “…advisors are in the business of learning and sharing learning with others”
- Hallmark now prints birthday cards celebrating 100 years old
- Key to longevity: avoiding rather than surviving disease
- By the year 2030, 20% of the population will be 65
- Weekly and daily headlines are rich with relevant examples for boomer health and financial security issues – make better sales materials than data sheets
- Boomers have more likelihood of needing long term care and options for retirement income than previous generations.
- Don’t be afraid to share personal stories and examples with clients
Advisors who are able to reach out, connect on a personal level and become the expert who confidently advises clients, have a fantastic opportunity in today’s unprecedented times of change.
How prepared are you for the challenging conversations in your practice?
