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Building a Facebook page lets you expand your role from "trusted advisor" to "friend," creating more client loyalty faster.
Horsesmouth Essential: Social media can be a prospecting boon for advisors willing to mine their clients’ social and professional connections. Here’s how one advisor is using LinkedIn to find referrals, generate leads, and hold successful first meetings.
Trust can't be rushed. In fact, offering too much too fast will send prospects running. Yet you can let clients get to know you through a strong online presence that cultivates a trusting relationship before you have even met in person.
Horsesmouth Essential: For those who are still not sure whether it’s worth your time to establish a presence on Facebook, LinkedIn, or Twitter, here’s what you might be missing.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025