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I recently discovered two interesting studies on Wealth Management (one of our key focus market): From PWC: Global Private Banking and Wealth Management Survey (2013). Although it’s ~ 2 years old, it is still a very interesting white paper, highly quoted in numerous recent publications and full of interesting insights. From Cap Gemini: Cap Gemini […]
Getting one meeting per week with new affluents is something that every Advisor can do. It requires the following: 1- Focus You need to define your ideal prospect, map your market and focus on a few hundreds of people you really want to add to your network 2- Methodology Corporate content is boring and regulated. Let’s face […]
This article will show you how to engage on one specific tweet category called ‘Endorsements’. It is part of our serie of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & request, Event. As you try to build relations with people, you may notice that they sometimes tweet about […]
This article will show you how to engage on one specific tweet category called ‘Local Tweets’. It is part of our serie of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & request, Event. As you try to build relations with […]
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This article will show you how to engage on one specific tweet category called ‘Emotions’. It is part of our serie of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & request, Event. As you try to build relations with new affluents, you will notice that these people frequently post […]
This article will show you how to engage on one specific tweet category called ‘Authored Content’. It is part of our serie of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & request, Event. People who have a position of responsibility in society hence have gained a strong combination of […]
This article will show you how to engage on one specific tweet category called ‘Opinions’. It is part of our serie of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & request, Event. As you try to build relations with new affluents, you may notice that these people frequently […]
This article will show you how to engage on one specific tweet category called ‘Lists’. It is part of our serie of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & request, Event. As you try to build relations with new affluents, you may notice that they frequently reference an […]
Social Selling is now top priority for Sales & Marketing. One pitfall is to approach social selling like a “quick win” / “on the side” tactic for easy sales. Through the experience of large scale social selling projects in the last three years (mainly on Twitter & LinkedIn) , we identified four types of mindset but only one really delivers benefits and clients. […]
This article will show you how to engage on one specific tweet category called ‘Questions and Requests’. It is part of our serie of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & request, Event. As we analyzed the behavior of many Sales Rep and Relationship Managers on Twitter, […]
This article will show you how to engage on one specific tweet category called ‘Events’. It is part of our serie of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & request, Event. In markets where prospects are Executives, Affluents, Entrepreneurs, Celebrities – and more generally people who need […]
I recently discovered two interesting studies on Wealth Management (one of our key focus market): From PWC: Global Private Banking and Wealth Management Survey (2013). Although it’s ~ 2 years old, it is still a very interesting white paper, highly quoted in numerous recent publications and full of interesting insights. From Cap Gemini: Cap Gemini […]