Managing your digital footprint - the Becoming Referable podcast
Fri, April 7
Stephen Wershing

 

The future of being a referable advisor will be heavily influenced by your digital footprint. This week on the podcast, Raghav Sharma, co-founder and CEO of GuideVine joins us to talk about how you can create a digital presence that sets you apart.

Raghav, a former analyst and associate partner in financial services at McKinsey & Co., has adapted his expertise in helping wealth managers drive business growth to the current advisory space. In particular, he and the team at GuideVine help investors find the best advisor to meet their needs, while helping advisors strengthen their online profiles. The service has been called the “match.com” for consumers looking for financial advisors.

Raghav shares with us what he’s learned throughout his career about how investors refer to, and look for, advisors. He then explains how GuideVine has used this information to build video-centered online collateral for their clients. You’ll hear about specific do’s and don’ts: what makes a firm’s website look generic, vs. what piques a prospective client’s interest and leads to productive and successful introductions. Raghav’s clients have had tremendous success in generating referrals with these methods, and we’re confident you’ll walk away with some great ideas for your own digital profiles.

Click here to listen, and remember to subscribe for access to future episodes.

We welcome your feedback, as always.

Article originally appeared on The Client Driven Practice (http://www.theclientdrivenpractice.com/).
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