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Back in the day, your first impression with a client was a firm handshake. Now, by the time a client has reached out to shake your hand, they’ve already done a deep dive online, Googling your name, reading articles, and yes, searching on social media. What they find on the web - that’s your first impression.

Your web presence is now a hugely important part of your business. It’s your online personality. So how do you look online? A “Business Page” on Facebook is a quick way to help you make a great first impression online, while staying compliant.

Cybersecurity is something all financial advisors need to master in order to maintain a successful, compliant, and secure business. Some financial advisors just buy antivirus and firewall software and then forget about it.

SEC Chairman Michael Piwowar speaks out about the "terrible, horrible, no-good, very bad" Department of Labor Fiduciary Rule. 

Elder Abuse is increasingly becoming an issue that Financial Advisors need to prepare for. As our clients get older, they are more and more vulnerable to a host of abuses that can cause huge losses to assets which can severely hurt a Financial Advisor’s book of business and open up to possible legal trouble. We’ve created a list of the ways Elders can be abused so that you can stay informed and proactive against scams.

LinkedIn can be a great resource for finding prospective clients and expanding you professional network. While it is simple to set up an account, you may be missing some key elements that can make sure your profile does not get lost in the crowd.  

You created a LinkedIn profile in hopes to expand your professional network and grow your business. Just setting up a LinkedIn account is not enough, with over 400 million professionals on LinkedIn and 122 million in the US alone, you will need to know some tips and tricks to make your profile stand out.