IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.

AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 39

Linkedin marketing

LinkedIn: The Power Of The World's Largest Professional Network

In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Brenda Meller, Founder of Meller Marketing, which helps VIPs and Sales Leaders “unlock the power” of LinkedIn through strategy coaching, optimization, and training. In this episode, Brenda talks about the limitless potential of LinkedIn and how to harness the #1 professional business networking increasing that has over 800 Million global users. Find out why posts are for “TELLING” and your profile is for “SELLING.” Learn how to create engaging content, from your header to headlines to fun polls that invite users to interact with you and your audience. Lastly, discover the secrets to increasing your LinkedIn presence via likes, comments, and videos. Check out this latest episode with our resident LinkedIn Sales & Marketing Leader to better understand how to cultivate and grow your network.

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DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FINANCIAL ADVISORS.

WHAT LEVEL
WEALTH MANAGEMENT
FIRM ARE YOU?

Level 1

Level 2

Level 3

OUR IDENTITY

Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.

It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.

At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.

IMPLEMENT THESE SERVICES
THROUGH OUR PROGRAM

ACCESS OUR FAMILY OFFICE LEVEL OF CARE BY IMPLEMENTING ANY OF
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.

Financial Planning

Investment Advisory

Life Insurance

Estate Planning

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