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5 effective ways to sell your expertise and ideas

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Willis Consulting is a financial services recruiting firm. Our finance job recruiters are experienced and know where all the job opportunities are. If you are seeking a financial advisor, broker, or banking job, call us at 310-373-7400 or submit your resume: http://www.willis-consulting.com/apply-financial-services-jo­b. Visit the website: www.willis-consulting.com/

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Page 1: 5 effective ways to sell your expertise and ideas
Page 2: 5 effective ways to sell your expertise and ideas

FINANCIAL ADVISORS: 5 Effective Ways to Sell Your Expertise and Ideas

Page 3: 5 effective ways to sell your expertise and ideas

Clients rely on expertise when selecting a financial advisor.

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The essential skills that an advisor provides are market knowledge, investment expertise, and investment strategies.

Page 5: 5 effective ways to sell your expertise and ideas

Finance industry recruiters recognize the power of ideas and the ability to connect with clients when selecting and assessing candidates for positions.

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SOCIAL MEDIA HELPS PEOPLE LEARN ABOUT YOUR BRAND

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Social media is a means to success.

For most financial advisors, it creates opportunities for readers and visitors to learn more about the company, interact with it, and get a feel for the culture and brand.

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An advisor can stand out as an expert on a subject or area and reinforce the expert image with regular posts that inform and hold reader's attention.

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RUN THE PRACTICE LIKE A MODERN BUSINESS

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A job and business have different dynamics.

Running a business involves taking control over all of the variables…

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… and making then work towards the single goal of customer satisfaction.

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The business website is important in attracting new visitors and converting them to clients.

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Top performing advisors get referrals from successful engagements and satisfied clients make great salespeople.

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Advisors can use entrepreneurial techniques and focus on innovations.

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NETWORKING AND CLIENT SERVICE TEAMS

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Operating as a solo practice can limit the scope and growth of a financial advisor practice.

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Networking with other professionals is an easy and helpful way to expand the scope of the business.

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Teaming with other advisors and related professionals expands knowledge,

and provides a better mix of services for clients that need more than simple investment advice.

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Networking is important with the groups that have potential clients.

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These can be:

• civic groups

• a local economics club

• professional or academic groups

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DIVERSIFY OUTREACH

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Attract good search engine listings by having valuable content and arranging it with backlinks and internal links, as well as wisely using carefully selected keywords.

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But one should not rely on a single Internet method to drive traffic.

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There are many effective social media platforms, and one should use those that will be most beneficial..

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There are additional ways to reach clients such as email and advertising.

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It is wise and productive to diversify the channels used to reach potential clients.

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If you’d rather spend your time utilizing your expertise in financial matters, find a well-recommended SEO company to manage your Internet marketing.

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INVEST IN THE BUSINESS

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It is important to keep up to date on investments, trends, and markets.

Gaining knowledge requires research, education and training .

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Investing in the business also means putting in the time and effort needed for excellence.

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One can outsource website design, but the best ideas and most effective ways to express them come from the person who knows the business best.

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Seeking a new financial advisor

position? Speak with the

experienced financial advisor

recruiters of Willis Consulting Inc.

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Los Angeles Office:

Corporate Headquarters

719 Yarmouth Road, Suite 203

Palos Verdes Estates, CA 90274

310-373-7400 PST

Page 35: 5 effective ways to sell your expertise and ideas

Scottsdale Office

8970 E Raintree Drive

Suite #300

Scottsdale AZ 85260

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New York Office

244 5th Avenue, Suite 1855

New York NY 10001

212-726-2041 PST

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New York Office

244 5th Avenue, Suite 1855

New York NY 10001

212-726-2041 PST