How to use Social Selling to get two meetings per week

Getting two meetings 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 hundred people you really want to add to your network 2- Methodology Corporate content is boring and regulated. Let’s face it, […]

How to Engage on Endorsement Tweets

This article will show you how to engage on one specific tweet category called ‘Endorsements’. It is part of our series 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 […]

How to Engage on Local Tweets

This article will show you how to engage on one specific tweet category called ‘Local Tweets’. It is part of our series 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 […]

How to Engage on Emotional Tweets?

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 […]

How to Engage Authored Content

This article will show you how to engage on one specific tweet category called ‘Authored Content’. It is part of our series 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 have likely gained a strong combination of […]

How to Engage on Twitter: Opinions

This article will show you how to engage on one specific tweet category called ‘Opinions’. It is part of our series 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 […]

How to Engage on Twitter: Bullet Lists

This article will show you how to engage on one specific tweet category called ‘Lists’. It is part of our series 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: Farmers and Hunters

Social Selling is now top priority for Sales & Marketing. One common misstep is to view Social Selling as a “quick win” or “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’ve identified four types of mindsets; only one really delivers benefits and clients. Here’s a quick […]

How to engage on Twitter: Questions & Requests

This article will show you how to engage on one specific tweet category called ‘Questions and Requests’. It is part of our series 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 analyze the behavior of Sales Reps and Relationship Managers on Twitter, we are […]

How to engage on Twitter : Events

This article will show you how to engage on one specific tweet category called ‘Events’. It is part of our series 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 […]

Social Media & Wealth Management, 5 key learnings

I recently discovered two interesting studies on Wealth Management (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 World Wealth […]