This blog is published by FAN (Financial Advisor Network) on LinkedIn. If not a member of FAN yet, please see how at the bottom of this blog.
Free webinar on Increasing Your Average Account Size by Being An Alpha Advisor - Tuesday, February 28, at 4:15pm EST.
Register for free webinar on benefits of being an Alpha Advisor You will receive a follow up email, with your unique registration link, along with a reminder of the date and time of the free webinar.
Why become an Alpha Advisor, and what is an Alpha Advisor - An "alpha advisor" is their clients' main point of contact, or their clients' "quarterback" for all of their investment programs. Because wealthy clients have multiple advisors, the one who acts in the Alpha Advisor role will obtain a greater share of their each client's assets.
Hear about what activities are performed by Alpha Advisors - Becoming an Alpha Advisor requires a minor adjustment of daily activities for most advisors. This includes obtaining information on most of your clients' assets - including those away from you - and taking them into account with the program you put together for them
Hear how Alpha Advisors have more referrals - Alpha Advisors can obtain more referrals, both from their clients and their professional network. Because you would have a more all-encompassing relationship with your clients, they will be more loyal to you. And because you will be guiding your clients on matters like taxes and estate planning, you will have many more referrals for accountants and attorneys.
Find out how to position yourself as an Alpha Advisor - The webinar will provide you with some sample scripts on how you can approach your prospects and clients as an Alpha Advisor.
Discover what tools easily can enable you to become an Alpha Advisor - In addition to this webinar providing you with the philosophy, strategies and tactics behind you becoming an Alpha Advisor, we will show you the simple online tools you can use to run such a program.
Follow a set process, with practice - This webinar includes a step-by-step process, so it will be very easy for you to become an Alpha Advisor.
How to join FAN - After registering yourself on www.linkedIn.com complete your profile. Then click on your Groups tab, and enter "FAN - Financial Advisor Network" in the search field. Then click on the Join group button.
Please feel free to forward this to your fellow financial advisors.
Email FAN with questions about this free webinar
Michael Sakraida
Founder of FAN
FAN - Financial Advisor Network
Monday, February 13, 2012
Social Media idea and free webinar for financial advisors
This blog is published by FAN (Financial Advisor Network) on LinkedIn. If not a member of FAN yet, please see how at the bottom of this blog.
Free webinar on Growing Your Advisory Business, using Social Media - Wednesday, February 22, at 4:15pm EST.
Register for free Social Media Webinar You will receive a follow up email, with your unique registration link, along with a reminder of the date and time of the free webinar.
Advisor focus on Social Media - Many financial advisors have been trying to use Social Media as a key way for them to effectively grow their advisory businesses. Experience has shown us that there are key things which Social Media can and cannot do for advisors.
What is Social Media? - Social Media are all those online sites which enable advisors to get themselves, service and ideas to a vast audience. Key sites for most advisors are LinkedIn.com and facebook.com. There also are blogs, tweets and youtube.
What Social Media cannot do for advisors - Social Media rarely creates unsolicited business for advisors. Your LinkedIn profile, or even your blogs, rarely will result in someone seeing it and contacting you to become their financial advisor.
What Social Media can do for advisors - For financial advisors, Social Media should be viewed as a way to put their networking efforts into hyper-drive. This means that the advisor still must first reach out and connect with both potential clients and networkers, before either group is ready to give you business. The beauty of Social Media, is that instead of you connecting with, say, a dozen people a month, you can connect with a dozen people a day.
Follow a set process, with practice - Effectively using Social Media requires the development of new "hard" and "soft" skills, which require a process and practice. Hard skills are knowledge-based (e.g., practicing what you will say to a prospect), and soft skills are performance-based (e.g., practicing how you will say something to a prospect.)
How to join FAN - After registering yourself on www.linkedIn.com complete your profile. Then click on your Groups tab, and enter "FAN - Financial Advisor Network" in the search field. Then click on the Join group button.
Please feel free to forward this to your fellow financial advisors.
Email FAN with questions about this free webinar
Michael Sakraida
Founder of FAN
Free webinar on Growing Your Advisory Business, using Social Media - Wednesday, February 22, at 4:15pm EST.
Register for free Social Media Webinar You will receive a follow up email, with your unique registration link, along with a reminder of the date and time of the free webinar.
Advisor focus on Social Media - Many financial advisors have been trying to use Social Media as a key way for them to effectively grow their advisory businesses. Experience has shown us that there are key things which Social Media can and cannot do for advisors.
What is Social Media? - Social Media are all those online sites which enable advisors to get themselves, service and ideas to a vast audience. Key sites for most advisors are LinkedIn.com and facebook.com. There also are blogs, tweets and youtube.
What Social Media cannot do for advisors - Social Media rarely creates unsolicited business for advisors. Your LinkedIn profile, or even your blogs, rarely will result in someone seeing it and contacting you to become their financial advisor.
What Social Media can do for advisors - For financial advisors, Social Media should be viewed as a way to put their networking efforts into hyper-drive. This means that the advisor still must first reach out and connect with both potential clients and networkers, before either group is ready to give you business. The beauty of Social Media, is that instead of you connecting with, say, a dozen people a month, you can connect with a dozen people a day.
Follow a set process, with practice - Effectively using Social Media requires the development of new "hard" and "soft" skills, which require a process and practice. Hard skills are knowledge-based (e.g., practicing what you will say to a prospect), and soft skills are performance-based (e.g., practicing how you will say something to a prospect.)
How to join FAN - After registering yourself on www.linkedIn.com complete your profile. Then click on your Groups tab, and enter "FAN - Financial Advisor Network" in the search field. Then click on the Join group button.
Please feel free to forward this to your fellow financial advisors.
Email FAN with questions about this free webinar
Michael Sakraida
Founder of FAN
FAN's LinkedIn group
If you are a financial advisor, and aren't a member of FAN on LinkedIn, you need to join. If you are a member, please forward this blog to your colleagues, so they can benefit from this dynamic group.
The largest advisor group - FAN is the largest screened group on LinkedIn which is open to all financial advisors. With over 7,000 members, we filter out those who are trying to sell services or products to advisors.
The following are the key ways in which FAN helps financial advisors become more successful:
FAN's LinkedIn online services - FAN's LinkedIn group has a lively Discussion Board, along with a full Job Postings Board.
FAN's forums and webinars - FAN has a number of member-only online investment forums and best practices webinars. Also, for 2012, we plan on having local networking cocktail gatherings for our members.
FAN's one-on-one assistance - FAN has helped a number of its members after one-on-one conversations. This has included help finding a firm to acquire and help with investment and best practices solutions.
If you aren't even on LinkedIn, you need to sign up for this vital and free networking site. Go to www.linkedin.com and create your profile, then go to the Groups session to look up and apply for membership into "FAN - Financial Advisor Network"
Michael Sakraida
Founder of FAN
The largest advisor group - FAN is the largest screened group on LinkedIn which is open to all financial advisors. With over 7,000 members, we filter out those who are trying to sell services or products to advisors.
The following are the key ways in which FAN helps financial advisors become more successful:
FAN's LinkedIn online services - FAN's LinkedIn group has a lively Discussion Board, along with a full Job Postings Board.
FAN's forums and webinars - FAN has a number of member-only online investment forums and best practices webinars. Also, for 2012, we plan on having local networking cocktail gatherings for our members.
FAN's one-on-one assistance - FAN has helped a number of its members after one-on-one conversations. This has included help finding a firm to acquire and help with investment and best practices solutions.
If you aren't even on LinkedIn, you need to sign up for this vital and free networking site. Go to www.linkedin.com and create your profile, then go to the Groups session to look up and apply for membership into "FAN - Financial Advisor Network"
Michael Sakraida
Founder of FAN
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