Broaching business conversations with social contacts is tricky. Few would refute this statement. Our research on advisors who prospect socially reveals that their biggest fear is “coming across ...

"Where's the beef?" Wendy's, the fast food chain, came up with this slogan in 1984. You remember "Show me the money" from Jerry Maguire. (1996). You've bought into social prospecting as a way to break ...

Social prospecting through community involvement sounds great in theory, but it has a practical flaw. Cultivating social relationships that might lead to business relationships takes a long time if ...

Many advisors get involved in local nonprofit organizations, an excellent way to give back. It is also an easy way to meet high-net-worth individuals on a level playing friend. When you connect with a ...

Back by popular demand, join us for round 2 of our Social Media Prospecting webinar. We will be taking a deeper look at how financial professionals can use social media for building relationships with ...

Social media allows you to get close to your customers, but to use it for lead generation Simon McEvoy, planning director at Tangent Snowball offers these six tips The sheer volumes of data generated ...