"Being polite is nice, but we are in the business of selling. If we are networking in high-net-worth circles, when do you transition from building a friendly relationship into talking business?" This ...

Your social prospecting strategy has gotten you active in the community. OK, maybe you were active before, but now you are on the lookout for opportunities. So, where will this business be coming from ...

In Jeb Blount’s bestselling book, “Fanatical Prospecting: The Ultimate Guide to Opening Sales Conversations and Filling the Pipeline by Leveraging Social Selling, Telephone, Email, Text, and Cold ...

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 ...

In today’s world, people go to social media to find almost anything. Luckily for financial professionals, social media has become a powerful and efficient tool for client prospecting, and it creates ...

You have heard the expression, “Big fish in a small pond.” Many articles of social prospecting within community organizations assume the advisor is new in town, new to the organization and wants to ...

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 ...

Kemp Edmonds, Lead Solutions Consultant at Hootsuite Media, says it's time to get real about social selling and call it what it really is: social networking. Social media is long-term relationship ...

The broker-dealer self-regulator launched the exam sweep a couple of weeks after the Securities and Exchange Commission released a request for comment about the “digital engagement practices” used by ...

"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 ...