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Social Savvy Toolkit

 

Resources to connect you with clients and prospects in a digital world

Building your digital presence using social media or your website is essential for business today. But living in a fast, digital world can make it hard to keep up with the best ways to promote it online.

Use these tools to help develop your social brand, boost your digital presence IQ and connect authentically with clients and prospects — all highly effective ways to build the relationships that can build your business.

Resources for financial professionals

How to optimize your website to better promote your business

Discover how surroundings and interpersonal behaviors can impact client attitudes, build trust and help your business soar.

Social Selling Checklist

In this checklist, learn 4 ways social media can help you connect with followers, join the conversation and build credibility. Each idea lists specific tactics that can help you engage with a broader audience and deepen client relationships.

Tune in to these webcast recordings

  • Social Media 101
    Discover how, what and when to share on your social platforms to connect with more prospects and clients in today’s virtual world.
  • Social Media 201
    Is social media working as well for you as it could? Discover how to expand your network, connect with more leads and build your brand.

 

Insights

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6-minute
5 essential tactics to build your social media brand
Learn five ways to drive engagement and attract more of the right clients and prospects to your business.
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6-minute
SEO tips to help drive traffic to your website
Adding search engine optimization tactics to your marketing strategy could help your business website rank higher in search results. This checklist can help you start.
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4-minute
Prospecting leads on LinkedIn
Tactics for finding, vetting and interacting with new clients via the networking site.
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3-minute
5 ways to create an attention-grabbing website
Gain 5 best practices for optimizing your website and creating a user-friendly experience that helps promote your practice.
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6-minute
10 cybersecurity tips to help protect your business and clients
The number of cyberattacks in the U.S. has nearly quadrupled in the last decade, and small businesses aren’t immune. Discover 10 tips and other resources to help protect your practice and clients.

Tools to use with your clients

Smart Strategies article for your clients 

5 cybersecurity safety tips

Nearly 99% of cyber account takeovers can be prevented. Help your clients protect themselves with these five cybersecurity safety tips.

Read more 

Sales Toolkits

Increase your product knowledge and get the sales tools you need to succeed. Check out the following resources for timely insight, in-depth product information and multiple client-approved materials designed to help you build better retirements and better your business.

 

 

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