getting started

This is how clients, partners and other Folgate advisors find you. You’ve probably already begun building yours, and you can update and edit it as often as you like.

It’s accessible through the My Account page.

Criteria: These are the search buttons that clients/prospects use to find the help they need. There are five categories and we suggest you select at least one from each, but as many as are relevant. Most important is to include what’s most relevant for you; too few, and it will be hard to find you, and too many will diminish your impact with prospects.

Image gallery: Some like to include a variety of photos, diagrams and other images to personify their working style; others think they clutter their profiles and opt not to include them. Up to you. Tip: look at your profile on a mobile phone as well as on your desktop.

Showcase: This feature is unique to your profile, highlighting a specific service or offering available directly from you. It’s marked with a ‘tag’ icon and we periodically feature these on our social media channels and website. Optional but useful for introducing new or seasonal services.

Recommendations: Anyone can offer a testimonial for you, and we all know the power of endorsements. There’s a “Recommend” link in your profile for their use. You cannot recommend yourself or edit others’ recommendations, but you can include past endorsements in your profile text. And feel free to recommend other advisors!

Tip: you can turn this feature off in your profile setting, and please let us know about any bad-faith comments, which we can remove.

This is where Folgate gives clients a glimpse of the power of what we call compound knowledge: the dividends of multiple sources of experience.

These include solutions that are typically specific consultancy offerings, training modules or support services. Solutions must be developed and provided by more than person, and they all must be registered Folgate advisors.

You can upload these directly from the My Account page.

We also list our practices here, described more in the next section.

Practices at Folgate are developed by multiple advisors to apply expertise toward specific markets, industries and management roles.

They function as boutique offerings for agencies, companies, government departments and brands.

If you see one you’d like to explore joining - or have an idea for a new one, let us know!

Be sure to list your upcoming speaking events, training sessions and conferences through the My Account page. These listings link directly back to you or the sponsoring organisation.

You can also check here for upcoming Folgate events, including members-only meet-ups, private sessions for clients/prospects and other activities we’ll be introducing soon.

This is where we alert clients and prospects to important updates from the Folgate community: new members, collaborations, events and more.

Each item has its own URL for archiving and easy sharing on social media.

Our Views page introduces viewers to your newsletters, podcasts, and video feeds.

If you have something to include, let us know and we’ll pull it into the feed.

We also recap the feed periodically on our social media channels for added exposure.

You’re welcome to join our internal Folgate Members Exchange on WhatsApp.

It’s optional but a great way to ask for / offer help on day to day questions, post useful links, and generally stay connected.

Give us a shout for the link.

We’re active on LinkedIn and Instagram to keep clients and prospects aware of who we are and what we can do.

Give us a follow on both:

LinkedIn:

https://www.linkedin.com/company/folgate-advisors

Instagram:

https://www.instagram.com/folgate_advisors/