Rita shares her story about starting her career in financial services on Tokyo Wallstreet, serving as a Women's Initiative Advocate & Subject Matter Expert for CFP Board, becoming a CFP certified financial planner, and then starting her own company.
Date: November 27, 2016
Category: Relationship Management
Your Online Brand - Differentiate Yourself
Your LinkedIn summary is your hook!
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Your LinkedIn summary is your hook! It is your opportunity as an advisor to differentiate yourself from your competition. What sets you apart from everyone else - why do you do what you do and what do you love about it? Use your LinkedIn summary, which is valuable real estate, to be dynamic, engaging and human.
LinkedIn is an absolute introduction machine if you know how to leverage it, and you have a phenomenal network. Learn how to best use LinkedIn to truly connect with prospects and realize the full potential of your network.
Tap into the power of the LinkedIn Alumni tool to find ideal prospects, re-connect with alum, grow your network, improve your profile strength and remind your clients, prospects and family about your services.
Vern takes us on a journey through his almost 50 active years in financial planning circles, and gives the details on his simple strategies that have stood the test of time and still apply today to earn trust, gain new clients and keep them for life.