We know how well speech recognition tools works. Talking into Siri may be fun — but dictating client notes and expecting them client ready? Not the norm. Until Talk It. A newly launched program, Talk It works on iPhones and designed fo...
Forget “next-gen.” The real push for an online component to the financial advisory business is coming from the older generation, and the change is happening faster than you thought.
You’ve found an ideal prospect on LinkedIn but have no mutual connections and no introductions to leverage. Your prospect is outside of your network. What do you do? You could ask this person to connect.
But how do you answer the “how ...
If you are planning on doing some serious LinkedIn prospecting (or research) it’s never a bad idea to switch your profile over to anonymous. This feature hides your identity from the profiles you’ve viewed. Most advisors don’t realize they c...
