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  1. Beatrice Paez
    Show your team in action, use comedy or client testimonials
  2. Beatrice Paez
    A video pitch can portray your personality and show what motivates you
  3. Beatrice Paez
    Devise a consistent routine of checking in, sharing and responding
  4. Beatrice Paez
    A few simple steps can raise your profile
  5. Beatrice Paez
    Learn your firm’s policy and discuss your social media plans
  6. Beatrice Paez
    Post information that’s relevant to your audience, but be sure to avoid giving advice
  7. Beatrice Paez
    Include a range of topics, such as market movements, personal finance concerns, practical tips or whatever else you decide is relevant for clients, in your newsletter
  8. Dwarka Lakhan
    When someone in your pipeline becomes unresponsive, don’t give up right away. There are steps you can take to reawaken their interest
  9. Beatrice Paez
    Use the opportunity to demonstrate your expertise while providing useful information
  10. Beatrice Paez
    Offer information and insights — not a sales pitch