Growing your network on LinkedIn helps build your brand awareness and form real connections with potential clients. And the best way to stay vigilant and find these opportunities to connect is to follow industry leaders.
Digital events are tough to get right.
AdviceTech.LIVE was right.
Digital events are meant to bridge the gap until in-person events make a comeback. But most COVID era events have been in test mode. AdviceTech.LIVE met the challenge and has been the best FinTech digital event of the year, if not ever.
Why? Two things.
The experience and the cause.
Experience wins. Not only was the speaker line-up top-notch – and featured 20+ CEOs and senior executives at the companies developing the future of FinTech – but the format was highly engaging. All the speakers were 100% live. And it made a difference.
The cause: Half the revenue from the event went to support the Center for Financial Planning Diversity & Inclusion. Every person and company that participated is proud to contribute to an event that lives this mission. Diversity is the key to developing our industry. And we all know it.
I’m 29 and I have a financial advisor.
I know, it’s early. But some circumstances led me to connect with the family advisor and our relationship began.
After working in financial services for the last 3+ years, I’ve heard a lot about the importance of retaining the next generation of clients. That’s what’s happening here.
So, I wrote about it.
This rest of this post will give you an overview of the process I went through for onboarding through transitioning into a full client. I’ll talk about what I liked and didn’t like. I’ll talk about what my advisor could have said to make me feel more comfortable about certain things. And if there was a missed opportunity or a piece of software that I wish they had, I’ll address that too.
Here’s how it went down:
"Now I understand what you've been saying all these years."
This is music to anyone's ears. But it's pure gold in the financial advice world.
Advisors have been trying to simplify complicated topics like risk and tax for decades. Today, we have a real success story.
Enter: Rick Mida, Partner and Wealth Advisor at Canopy Wealth Management.
There’s power in community. When a group of like-minded people come together for a common purpose, the potential is limitless.
Chalice (the community) brings advisors together. CEO Keith Gregg kicked things off with some engaging and entertaining examples that highlighted the power of community. With the rise and mass-adoption of the internet, people find themselves looking to reconnect with the world around them. Advisors working solo or in a small shop can feel the solitude after a short amount of time. This community can help.
With all the compliance rules that need to be followed in the financial services industry, it can be intimidating to leverage a controversial social media platform like Facebook. But once an advisor understands the necessary parameters that should be followed, they will come to realize how impactful Facebook can be to amplify marketing efforts, increase brand awareness, and offer engagement opportunities to prospects.
LinkedIn is a powerful social media channel for business. With a strong plan and a long-term commitment, LinkedIn can help advisors increase visibility and boost their reputation. Advisors should play to their strengths on the platform, sharing content that positions them as a leader on topics that differentiate their practice.