5 Effective Ways to Sell Your Expertise and Ideas - PowerPoint PPT Presentation

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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: . Visit the website: www.willis-consulting.com/ Willis Consulting, Inc. Los Angeles Office: Corporate Headquarters 719 Yarmouth Road, Suite 203 Palos Verdes Estates, CA 90274 310-373-7400 PST Scottsdale Office 8970 E Raintree Drive Suite #300 Scottsdale AZ 85260 New York Office 244 5th Avenue, Suite 1855 New York NY 10001 212-726-2041 PST" – PowerPoint PPT presentation

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Title: 5 Effective Ways to Sell Your Expertise and Ideas


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(No Transcript)
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FINANCIAL ADVISORS5 Effective Ways to Sell
Your Expertise and Ideas

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  • 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.

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  • 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 youd 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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They can many top industry contacts and can help
you land the position you want. See open
positions at http//www.willis-consulting.com/fin
ancial-advisor-jobs/
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Los Angeles Office Corporate Headquarters 719
Yarmouth Road, Suite 203 Palos Verdes Estates, CA
90274 310-373-7400 PST
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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
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