Make a strong first impression with a complete and compelling LinkedIn profile. Prospects often look up advisors on LinkedIn to gauge who...

LinkedIn is a powerful tool for professional networking and B2B outreach, but success on the platform depends on targeting the right...

The journey from suspect to client is not immediate, and understanding the timing of conversions is key for long-term success.

Leverage Granum's proven methods for modern client follow-up. Adapt timeless strategies with today's tools to build lasting relationships.

In the world of prospecting, the approach you take to schedule initial meetings can significantly impact your success rate.

We are excited to announce the release of Version 4.3  of our Campaign Management Google Sheets template. This update introduces several...

Sales Navigator can be a game-changer for financial advisors looking to expand their client base and deepen client relationships.

Before setting foot in your office, most clients will conduct a background check, and your LinkedIn profile is usually their first stop.