This checklist is tailored for advisors who want to get started using Sales Navigator.
Spending a few extra minutes crafting a personalized note when inviting to prospects to connect on LinkedIn can help lead to a productive new client relationship.
During the COVID-19 pandemic, 74% of U.S. financial advisors who used social media for business initiated new relationships or onboarded new clients.
Although Millennial retirement savers are nowhere near retirement age, they already represent the biggest opportunity for rollover business.
In the latest release of the Putnam Social Advisor Survey, 92% of advisors using social media reported seeing asset gains attributable to social networking.
With LinkedIn usage reaching its maturity stage, the days of simply hitting the “Connect” button to grow your network have passed. Writing personalized, specific, and memorable connection invitations is key to getting them accepted and starting those relationships off on the right foot.