Articles
Do I need to pay for LinkedIn?
A question that I am asked more than any other in my workshops is whether, as a wealth manager, you need to pay for LinkedIn,
Your 2019 LinkedIn Housekeeping Checklist
It’s that time of year when I like to refresh and update my LinkedIn presence – over the course of the last 12 months, you
Key Benefits of Social Selling for Wealth Managers
Social selling is a relatively new concept which simply refers to using social media (for wealth managers, primarily LinkedIn and Twitter) to establish and develop
Social Selling Tips for Wealth Managers
Have you heard of social selling? Many wealth managers I speak to haven’t, yet they may be doing it without realising it. The basic idea
Your LinkedIn Housekeeping Checklist for 2018
It’s that time of year when I like to refresh and update my LinkedIn presence – over the course of the last 12 months, you
Keeping the Wealth Management Relationship Alive
LinkedIn recently produced some interesting research in conjunction with Greenwich Associates about the next generation client journey in wealth management. HNWI’s look to their wealth advisers to
