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Edited Sebastian's LinkedIn headshot and uploaded into it for updated look.
Got approval on website from Compliance from Steph and have some additional change confirmations and website review to ensure all changes have been made. Ongoing process.
Sent pension/rollover video to select targeted Linkedin groups i.e. AT&T employees, SDG&E, Rady's, etc. Ongoing project.
Began LinkedIn project checking for prospects, clients, COI, Friends and Families within the ATWM LinkedIn list of connections/contacts. Sending out connection requests to all those who we can locate - ongoing project.
Uploaded LPL Research videos to Garrett's, Sebastian's and Andrew's LinkedIn accts. to show activity in their feed for their connections. Also to ATWM Linkedin, Twitter and FB accts.
Will be branding, editing and compressing your new video for distribution on social media sites and other channels you'd like to distribute this tax harvesting video.
Pending: Google Business Profile has been submitted for approval by Steph and we are waiting to get word back that it's been approved. Once that has been done we'll begin to place the "Please leave a Google Review" image into all of the email signatures with an activated link. This will allow those receiving emails from ATWM employees to simply click on this image and leave a Google Review which will appear in the Google Business Profile. This will likely help with SEO search results for those seeking "Financial Planners, etc." in the San Diego area. We will then also embark on reaching out via email campaign to ATWM clients by sending our "leave a Google review" letter (now LPL approved) which will hopefully lead to a jump start of Google Business Profile reviews.
Pending: All of the website changes (Nathan's edits) have been submitted by Steph to LPL Compliance and they have been getting back with the website with these approved changes which include some picture updates. Once that is done we'll have Garrett send out an email to all the SDFD clients/prospects making it known that their website link has changed to: https://aftertaxwealth.com/sdfd.
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