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Justify your Fees using Social Media

Following the implementation of the Retail Distribution Review in financial services, I have been having some interesting conversations with bankers and wealth managers over the last few months about...

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Top tips for creating a great LinkedIn summary

If you are looking to use LinkedIn as a sales and business development tool, rather than somewhere to just post your CV, it is essential that you have an interesting and engaging professional summary...

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Results of my client survey 2015

As many of my contacts know, I have trained hundreds of wealth management professionals on the use of LinkedIn as a business development and lead generation tool, and I am often asked how many of my...

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LinkedIn for Hedge Funds

According to Hedgeweek, over 90% of hedge funds are using at least one social media platform, with LinkedIn being by far the most popular. However, in my experience the majority of hedge fund...

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Key messages from our social media conference

Judging by initial feedback, our first social media conference, attended by key decision-makers from the wealth management industry, was a huge success so I wanted to share some of the key messages...

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Don't be lazy - personalise your LinkedIn invites!

LinkedIn are in the process of rolling out (to all members, not just Premium) a new messaging system, which is essentially a refreshed version of the current features, as well as the ability to send...

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How to tidy up your LinkedIn presence for 2016

DUE TO THE POPULARITY OF THIS POST IN 2015, I HAVE UPDATED IT FOR 2016 It's that time of year when I like to refresh and update my LinkedIn presence - over the course of the last 12 months, you may...

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How Wealth Managers can Future-Proof their Business Using LinkedIn

As the average age of the population continues to get ever higher, one of the key questions faced by many wealth managers, particularly those who have worked in the industry for several years, is 'what...

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Your LinkedIn Connections - Quality or Quantity?

During my LinkedIn workshops, I always encourage the attendees to debate whether it is better to have a small, but quality, network of contacts on LinkedIn or whether the 'scattergun' approach is...

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5 Social Selling Tips for the Socially Savvy Wealth Manager

Have you heard of social selling? Many wealth managers I speak to have not, yet they may be doing it without realising it. The basic idea is that an increasing number of businesses are using the major...

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Top LinkedIn Features for Hedge Fund Professionals

According to Hedgeweek, over 90% of hedge funds are using at least one social media platform, with LinkedIn being by far the most popular. However, in my experience the majority of hedge fund...

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Your LinkedIn Housekeeping Checklist for 2017

It's that time of year when I like to refresh and update my LinkedIn presence - over the course of the last 12 months, you may have found yourself connecting with people you don't know, adding sections...

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New LinkedIn Design - Quick Review

By the end of this month, all UK-based LinkedIn members will receive the new user interface. I was recently fortunate enough to be given a preview of it so I thought it would be useful to offer you an...

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Wealth managers - your peers are getting business from LinkedIn!

Over the past couple of years the wealth management sector has really begun to embrace social media as a means of driving new business. LinkedIn is by far the most powerful and intuitive tool to...

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Social Selling Tips for Wealth Managers

Have you heard of social selling? Many wealth managers I speak to haven't, yet they may be doing it without realising it. The basic idea is that an increasing number of firms are using the major social...

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Elite Wealth Manager BD Program

I am delighted to announce the launch of my new company, Elite Wealth Manager Limited. Having trained over 5,000 private bankers and wealth managers over the last 5-1/2 years, what has become...

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Keeping the Wealth Management Relationship Alive

LinkedIn recently produced some interesting research in conjunction with Greenwich Associates about the next generation client journey in wealth management. HNWI's look to their wealth advisers to keep...

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Your LinkedIn Housekeeping Checklist for 2018

It's that time of year when I like to refresh and update my LinkedIn presence - over the course of the last 12 months, you may have found yourself connecting with people you don't know, adding sections...

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Key Benefits of Social Selling for Wealth Managers

Social selling is a relatively new concept which simply refers to using social media (for wealth managers, primarily LinkedIn and Twitter) to establish and develop relationships with prospects, clients...

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Your 2019 LinkedIn Housekeeping Checklist

It's that time of year when I like to refresh and update my LinkedIn presence - over the course of the last 12 months, you may have found yourself connecting with people you don't know, adding sections...

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