Blog Entries by Maria Marsala, Financial Advisor Coach and Speaker, Elevating Your Business

10 Tips for the "Social" Financial Professional When Creating Your LinkedIn Profile

As a financial professional, you spend a lot of time looking for new customers. Your daily routine is consumed by a numbers game where more prospects translate to more clients. The allure of social media is great. But how do you simultaneously navigate social media sites like LinkedIn andcompliance regulations—and still make social media work for you?..Read More »

10 Reasons Why YOU Want to Choose YOUR Clients

By Amy McIIwain, President, Financial Social Media on Thursday, November 3rd, 2011

Amy McIIwain, President, Financial Social Media

It’s a costly and hard-learned lesson in the advisory business: saying “no” to an interested prospect who does NOT fit your ideal client profile. It’s counter intuitive to refuse business, but the fact is, if you take on any and every client who wants to use your services, it may cost you money, aggravation, and time...Read More »