You don’t slack off when you meet clients or prospects in person, so don’t do it online.
Invest the resources necessary to polish your profile.
“You will get a great return on your investment if you spend a little time and money to create a truly professional profile,” says Craig Faulkner, chief executive officer of digital marketing firm FMG Suite.
Start with a professional headshot, says Robert Sofia, co-founder of coaching firm Platinum Advisor Strategies. “When it comes to social media, the photos you display of yourself are extremely important,” he says. “Many of the people you will be interacting with will not know you personally, so you need to make the best first impression you can.”
Use photos where you are smiling and look warm, friendly and dressed for the part. “No cropping yourself out of a family Christmas photo,” he says. “Your personal image matters on the web.”
Beyond that, Faulkner suggests adding links to video footage of you talking about financial concepts.
You’ll also need a well-written bio describing what you do for clients and what sets you apart from your competition, he says: “Make sure all content is up to date and current, including your address, phone number, website and links to other social media sites.”
Bottom line: Make it easy for people to find you -- and make sure you look good when they do.
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Despite common assumptions, child-free clients have plenty of planning complexity. Advisors shared their approach to planning for this demographic, from encouraging "no-kid dividends" to building care teams early.
October 2 -
A proposal is meant to ensure advisors can trade client assets on a discretionary basis without triggering onerous custody requirements, while also giving them a self-custody option for crypto.
October 2 -
Thirty-seven percent of those making more than $500,000 live paycheck to paycheck, Goldman Sachs found, making this a problem for more than just lower-income workers.
October 2 -
The second-largest asset custodian tilts its policies toward larger firms as commission-free trading continues to eat into its business safeguarding client assets.
October 1 -
Advisory practice sellers frequently wish they had taken more time for important strategic tasks before the deal, David Grau of Succession Resource Group says. He provided a list explaining why the timeline will take longer than many sellers may think.
October 1 -
Discussions about what David Solomon's longtime heir apparent might do as CEO surfaced following news reports that Waldron could take over as soon as next year.
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