#WednesdayWisdom Fast forward to 4:40 to hear me discuss these!
What are the takeaways?
- Use Advanced search options on LinkedIn to find ideal prospects connected to your friends. Offer them a second opinion on their portfolios or free planning session.
- Offer to pick up groceries or medicine for your elderly clients.
- Reintroduce your wealth management services to all your clients who haven’t engaged with you in a while.
- Host a Facebook LIVE or Zoom session for 1) all of your clients/prospects in one target market or 2) your team and their families.
- Provide “concierge” service to top clients by providing them updates on their plans and “stress tests in their portfolios.”