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David Baer

A Financial Advisor’s Guide To Profitable LinkedIn Marketing

A Financial Advisor’s Guide To Profitable LinkedIn Marketing

It’s common understood that LinkedIn is the top online community for high-net-worth individuals. So when financial advisors are aiming to connect with their ideal clients, it’s a perfect place to start. As an advisor, if you’re not fully versed on the breadth of opportunity that awaits you on LinkedIn (and […]

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What Advisors Should Do About Online Reviews

by By Justin Kuepper (Originally published at Investopedia) TripAdvisor helps travelers find hotels, Yelp helps diners find restaurants, and Angie’s List helps people find household workers, but few websites provide reviews of financial advisors. With the SEC revising its rules on the matter, advisors can expect to see a growing number of reviews across a […]

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