The following are some common social media faux pas we’ve seen advisors make over the past few years. By reviewing these and inverting, we can learn from our mistakes and ensure we avoid them.
Fort Lauderdale: "You make it sound easy," moaned Bill. "When asked, I should be able to easily tell someone what I do, especially an affluent prospect. Heck, I've been through all the training and I’m on a big team."...
Boston: “I’ve set up my first meeting with a CPA,” started Jay during our new advisors training session. He excitedly continued, “How do you recommend I go about conducting this meeting? How do I differentiate myself...
Greensboro: “How can my goals be any more important to me than they already are,” moaned Arnold, during the Q & A of our FastTrack for Growth workshop, adding final emphasis with “If I don’t hit my new assets...
Los Angeles: “I’m excited about meeting with this new prospect tomorrow,” started John. He continued with, “I know there needs to be some rapport building before I jump into any business, do you have a list of...
Chicago: “I read over and over in your research that ‘personal introductions’ are the number one marketing activity for advisors,” started Jim after our presentation to a group of new advisors. He continued, “I...
Greensboro: “I start my day with exercise – every day. And I insist that other members of our group take time to stay in shape as well” voiced Sam during one of our Rainmaker Focus Group sessions. This was an...
Las Vegas: “I’ve listened to a few of your webinars on social prospecting,” started Shawn, a new advisor at a recent conference. “The concepts make sense and they are all solid ideas, my problem is that I’ve only been...
Minneapolis: "You'd be really proud of me. I've sourced 15 names since our last meeting", Don told us during a coaching session."It's like I'm seeing the world through a whole new lens.I'm uncovering connections in...
