Are your descriptors quantitative? Will we be able to find these people using digital filters?
Good
Age
Location
Profession
Company
Gender
Bad
Complicated finances
Wants good service
Nice to work with
Needs help
Are the people in this group profitable for you on average?
Do the people in this group share a common financial pain point that you understand and can help with?
Good
W-2 Executives
Founders looking to exit
Doctors/Medical
Tech Employees
Veterans
Bad
Skiiers
Star Wars Fanatics
Anything hobby related
Religious
Bad
Friendly person who has uncertainty about their retirement plan and values good customer service
Good
Enginner at NVIDIA in their New York office, with a title of Director (or above), aged 35+

Tango Advisor MarketingTM is a leader in website and marketing services for the financial and insurance industries. Our services are used by professionals including Financial Advisors, Registered Investment Advisors (RIA), Certified Financial Planners (CFP), Insurance Agents, and Brokers to create and manage compliant and user-friendly websites and marketing campaigns.
Information on this site is intended to be educational in nature only and should not be used as a substitute for professional legal counsel.
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Bethesda, MD 20814

We hear these stories every day: advisors getting kicked out of their profiles, information being out of date (wrong phone number or website), or even worse, the office being marked as "permanently closed."
These changes happen all the time, but it's easy to prevent with the appropriate settings.
First of all, make sure you have access to your firm's profile. To do this, just search for "My Business" in google.
If a dashboard that looks like this shows up, you have access. If it doesn't and you see regular search results, you need to get access.
Once you see this dashboard, click into "edit profile" and there you will see the email address used for notifications. Make sure these don't go to spam!
When you click into "edit profile", you'll see any proposed changes in red. Make sure to review these and accept or reject appropriately. This is what it will look like:
It's important to know that if you don't actively reject proposed changes, Google will typically approve them automatically.
Logging in bi-weekly should be enough for you to catch anything suspicious, it's really as simple as just that, being on top of it regularly! More info from Google's support website here.
We help advisors with their profiles every day, head over to tangomarketing.co/services to learn more

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