All in Shorties

Using Facebook for your missions updates is the most natural thing. After all, everyone is on Facebook and you definitely know how to use it - better than grandma. But there is a significant difference between interacting with friends on Facebook or Instagram, and using social media for updates to your financial partners. 

After working with a client for a number of weeks, they finally broke down and asked if I could just do the footwork for them. "It's the calling, and the scheduling, and the setting up of meetings that takes so much time."