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The Financial Advisor’s Guide to LinkedIn – Part 5: Prospecting: The 3 Most Effective Strategies

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As a financial advisor, you likely spend a fair amount of time trying to get referrals and prospecting for new clients. While LinkedIn is a social networking site, you can also strategically use it as a way to prospect and generate new clients. As the following statistics show, LinkedIn users are a very attractive group […]

5 Ways to Get More Referrals Now

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  1. Write a blog post (try to keep it under 500 words) about a topic that your clients find valuable. For example, if you focus on Gen Y clients you may want to give them tips on how to start saving to purchase a house. At the end of the post put in share […]

Create a 100% Complete LinkedIn Profile

Last week, we introduced a new series ofLinkedIn how-to videos. Today’s video will show you how having your profile 100% complete can ensure people find you easily when googling your name. See below for full video transcript: A LinkedIn profile is the first step in controlling your identity online. What do people find when googling […]