Dashboard Forums High End Client Program Live Q&A Call Questions THURSDAY (09.12. 19) LIVE Q&A CALL QUESTIONS

5 replies, 3 voices Last updated by n d 5 years ago
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    • #35925

      Matt test
      Keymaster
        @matt@coredm.com

        Post your questions below for the Live Q&A Call on Thursday 09.12.19

      • #35926

        KARL BAREITHER
        Participant
          @hecp@BRSYSTEM.COM

          QUOTE

          I feel like we need more help with our profile. We have received suggestions for changes but we’d like some examples with real words that would be what could use…the feedback we’ve received seems vague. We do not want to rewrite the profile half a dozen times, it would be much more helpful to get specific feedback now to save us that time.

        • #35932

          KARL BAREITHER
          Participant
            @hecp@BRSYSTEM.COM
            1. Is Premier membership expected, if so, why. Currently we have not upgraded.
            2. We are using a personal Linked-in profile to reach out to CEO’s, we have not created a business page. We wanted to remain personal. Is that the best approach?
            3. How do we more easily link to CEOs and Presidents within the financial services industry? It feels like we are spending too much time trying to find the right people
            4. On our profile you have given suggestions for change; one example – you suggested we spell out HNW – high net worth; we are limited with the number of letters that can be used. If we do that we would need to remove something else – which would take the value away from our statement???
          • #35934

            KARL BAREITHER
            Participant
              @hecp@BRSYSTEM.COM

              Unable to upload articles – it appears its trying but then continues to say that it didn’t work.

            • #35938

              n d
              Keymaster
                @negeen@coredm.com

                Hi @karl-bareither, have you tried using a different web browser or uploading one at a time?

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