Social Media: A Financial Professional’s New Best Friend

7 Apr

Guest contributor: Ron Bernas, serves as digital content manager at Crump Life Insurance Services.

Using social media for business may still feel new to financial professionals but social media certainly is not a new tool. Social media platforms have existed for more than 20 years. And while many platforms have struggled to build an audience, disappeared or been absorbed through acquisition, there are always new ones emerging to fill the gaps.

But what about connecting and interacting for business? This is no different for financial professionals. More>>

Ten LinkedIn Conversation Starters for Financial Advisors

6 Jan

The following are 10 conversation starters for financial advisors interested in striking up real conversations with prospects. Are there other ways to strike up conversations on LinkedIn? Of course! But hopefully these starters get your creative juices flowing. Your objective is to ask a question to create banter back and forth and save the selling for later. More>>

Social Media Vital to Financial Advisors’ Work During COVID-19 Pandemic, According to Putnam Investments Social Advisor Research

28 Oct

Are you socially linked in?  85% of advisors report using LinkedIn most for business (compared to other social media platforms), says the Putnam Investments Social Advisor 2020 Study, with 74% relying on direct messaging through social platforms and 94% of those gaining new assets from these activities.  If you’re not connected and leveraging social tools, now is the time to begin. More>>

3 Ways Blogs Can Help Build Your Client Relationships

29 Jul

Guest contributor: Paul Lipka, manager, marketing communications at Crump Life Insurance Services

Staying top of mind with clients has become critical as we transition to the next normal of productive business activity. In-person client meetings all but disappeared a few months ago, and safety concerns will continue to limit face-to-face interactions for the foreseeable future. More>>

15 Social Media Sales Groups to Build Your Network In

8 Apr

Relationship-building is one of the most important competencies a successful sales professional can have. Whether you are striving to win over a potential customer, are establishing trust with your company’s leadership team, or are collaborating with your marketing organization, knowing how to connect with others is critical to success in your role. More >>

23 Benefits of Social Media for Business

11 Mar

What are the benefits of using social media for business? Consider that there are now more than 3 billion using social networks across the globe. And these people are using social to engage with brands. Sherpa Marketing found that more people follow brands on social media than follow celebrities. On Instagram alone, 80 percent of people follow at least one business. More >>

Social Selling on LinkedIn: The Ultimate Guide

5 Feb

LinkedIn is one of – if not the – most effective social networks for selling. While Twitter, Facebook, Instagram, and Snapchat are valuable tools to learn more about your prospect’s interests and personality, warm them up before you reach out, and build your subject matter expertise, LinkedIn is typically the only platform that directly leads to new business. More >>

The 11 Best Social Media Dashboard Tools & Apps

20 Nov

When implementing your social media strategy, it’s easy to realize that manually posting on multiple different websites, multiple times a day, isn’t optimal for your busy schedule. But it’s not easy to tell from a baseline or pricing page which tools are not only the best for efficiency but best for your business. More >>

How to Use Facebook for Business: 25 Tips and Tricks

16 Oct

If you want your business’ content to reach consumers, having a presence on Facebook is a given. But to make the most of your Facebook Page – to attract and engage visitors, drive them to your website, and convert them into leads (and, eventually, customers) – you need to optimize your Facebook presence. More >>