Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Supporting a charitable organization, part 2
By Brooks BrownLast week we started talking about how to decide on a charitable organization to support. One way to find out is by talking with your staff about ideas they are interested in. Here are the next steps.
July 04, 2011
7 more signs you are a sales zombieDo you make frequent assumptions? Do you like to refer back to the "good ol' days" of sales? Are you using the same pitch with every customer? If so, you might be a sales zombie. Here are seven more signs you might be among the walking dead of sales.
July 03, 2011
Old school ways to woo, wow and win clientsYou had better become reacquainted with the importance of old-fashioned sales skills, the kind that existed well before Mark Zuckerberg made his mark or LinkedIn became the darling of business prospectors.
July 03, 2011
Old school ways to woo, wow and win clientsYou had better become reacquainted with the importance of old-fashioned sales skills, the kind that existed well before Mark Zuckerberg made his mark or LinkedIn became the darling of business prospectors.
July 01, 2011
BDs Should Embrace - Not Shun - Social Media, Says Software ExecChad Bockius, CEO of Austin-based Socialware, has been following the use of social media in the financial-services industry for several years. In mid-2008,…
July 01, 2011
Advisors: No more stumblingSales is a process that begins when you identify your best prospects.
July 01, 2011
BDs Beware: Banning Facebook Is Bad Policy, Says Socialware's Chad Bockius—Weekend InterviewSocialware CEO says that prohibiting use of Facebook and Twitter might lead to FAs switching firms.
June 30, 2011
Advisors: Skype your way to successSkype allows you to conduct video calls and conferencing anywhere in the world. By taking advantage of this service, you'll be able to cultivate a more tight-knit community within your clients and employees.