Posts tagged ‘Prospecting’

Use Social Media to Get Warm Leads (Video)



I’m often asked how financial professionals can meet new people and expand business opportunities via social media – especially using LinkedIn. To start, make sure your LinkedIn profile is up to date and you’re set to make a good first impression. Next, check out this quick video where I show…

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Advisors: 4 Things Your LinkedIn Profile Says to Prospective Clients



Do you know how important your LinkedIn profile is to new business these days? Wait, before answering that question think about this…you’ve just met several potential clients at a networking function. Now it’s time to prioritize them, right? So you get on your computer to Google them, and…

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