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It’s a good thing 13-year-old Kyla LoPresti can remember her dreams. She can thank one of them for her early taste of literary success.

The Bailey Middle School student has written and published her first novel, about a teenage girl who is reincarnated and experiences flashbacks of her earlier Read More

Would you have ever thought that an insurance company would use social media to reach their business objectives? I did. The reason? It works! All a company needs to do is humanize their brand enough to connect with their target demographic. Sounds simple right? It is. Financial institutions Read More

Financial Advisors to Social Media– I have no TIME!, Social Media to Financial Advisors– “Get a virtual LIFE!” Financial Sales Professionals Have NO TIME for Social Media. That is a common excuse among the status quo. We all have the same amount of time in a day, no more, no less. Everyone’s life i Read More

The cold call as we know it will never be the same. I’m not saying the phone call is dead; just the way we approach a cold lead through the phone has changed forever. Sam Richter in his must-read book Take The Cold Out of Cold Calling, covers warming up the cold call before you make the call, thr Read More

What is Social Media? Can you define it? Social media is the virtual hub for real life conversation, and social networks grant users access to those channels.

Social Media = Real Life Communications
Social Networks = Access

What you do with that access is up to you. Read More

Make a case for social media.
Most big financial institutions don’t fully understand what social media is and what it can do for their advisors. They need to understand that social media will help their advisors to connect more deeply with their client base. If done right, social can help l Read More

Great information & insight on how 1400 financial sales professionals are leveraging social media in their business practice. The survey sought primarily to determine the social media presence among advisors from all channels, as well as examine the business purposes for which social media is used! Read More

As a Sales Professional, you need to use and connect with prospects through all available modes of communication, such as social networks like Linkedin, Twitter, and Facebook. You need to communicate with them, the way they want to be communicated to. Make it easy for them, don't interrupt their Read More

It is really amazing what one Financial Advisor can do (with Social Media).
Jeff Rose spotted a problem, and found a creative way to a solution. He started the #RothIRAMovement today, all by himself, with Social Media of course. With the relationships he built from blogging, Tweeting, and Y Read More