Using LinkedIn to access the affluent

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Crystal Clear Buzz a.k.a. The LinkedIn Ninja: LinkedIn for Sales Training & Consulting

Statistics and strategies on the success that financial advisors have had using LinkedIn and the interested that high net worth and affluent individuals have in engaging with their financial and investment advisors on LinkedIn and social media.

Business Economy & Finance

Disclosures
• You must have a social media policy
in place!
• You must have an archiving program
in place!
–Erado and Smarsh have solutions
priced for the small RIA

Collaboration
Investment/
Financial
Advisor
Accountant
Estate
Planning
Attorney
Insurance
Agent
Debt
Manager
SHARESHARE
SHARESHARE

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Using LinkedIn to access the affluent

1. Using LinkedIn to Access the Affluent

2. Disclosures • You must have a social media policy in place! • You must have an archiving program in place! –Erado and Smarsh have solutions priced for the small RIA

3. The Truth Unity Marketing Study

4. The Truth Cogent Study

5. The Truth Cogent Study

6. The Truth LinkedIn and Cogent Study

7. The Truth LinkedIn and Cogent Study

8. The Truth LinkedIn and Cogent Study

9. The Truth LinkedIn and Cogent Study

10. The Truth LinkedIn and Cogent Study

11.

12. Collaboration Investment/ Financial Advisor Accountant Estate Planning Attorney Insurance Agent Debt Manager SHARESHARE SHARESHARE

13. Examples STRATEGIC GOLF OUTING

14. Examples FUNDRAISING GALA / EVENT