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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 […]
As we gain more and more insight from our time spent helping Advisors to efficiently prospect affluent/ HNW people on social media, I would like to share some real (but anonymous) results, as well as challenges, that Financial Advisors face and tactics to overcome these challenges. Here are the results. Context: We equipped three users […]
“How can I grow my business by attracting new clients? That’s the question I’ve been asking ever since I started my own consulting company. And I’m not alone. Pretty much every professional I know asks these three questions: What clients would I ideally like to work with? Where are they? And how do I […]
Thanks to people like Dan Pink (“to sell is human”), there is a broad consensus that the client has gained information asymmetry, (i.e he/she knows more than the sales rep); that selling has changed and that sales should start with giving. “You must give before you receive” is the new sales mantra. Sounds easy. […]
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 […]
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 […]
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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 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 […]
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 […]
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 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 […]
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 […]