How to Use Website Forms to “Pop the Question”

Did you know that the way that website forms are structured can make all the difference whether they generate leads? Each piece of information your advisor asks for on a form is called a “field.” The ideal number of fields on a form is three. It’s safe to ask for a name, email address, and possibly…

How Advisors Can Use LinkedIn Groups as a Business Building Tool

LinkedIn is the one social site that is really geared toward the business sector. A recent survey showed that 61% of advisors who used LinkedIn had found at least one client there. LinkedIn has several great tools for networking: one is LinkedIn Groups. Encourage advisors to join a few of the many…