Using LinkedIn To Attract New Clients

by Advisor Products 5/1/2009 6:05:00 PM

You can use LinkedIn and other social network sites to lure new clients. But you need a strategy for doing it. What should your profile say? How can joining groups be helpful to marketing? How can you utilize the "status update" feature? What are the compliance issues?
John Comer, a marketing coach to advisors with over 28 years of experience, addressed these topics in today's session of the Financial Crisis Webinar Series. He was joined by compliance expert Dan Bernstein from MarketCounsel LLC who answered questions about the regulatory issues faced by advisors who use LinkedIn.
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Twitter For AdvisorsTwitter For Advisors
As with other forms of social networking on the Web, use of Twitter is growing quickly, and financial advisors should take notice. Whether you've already started "tweeting" or don't even know what that means, Twitter help you become more visible with your clients, and these extra "touches" will help you solidify your advisor-client relationships.
Andrew Gluck, CEO of Advisor Products, will show you how Twitter can help your advisory business. He'll explain the basics of "tweeting" and help you get started with this new communication medium.

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2/9/2010 12:30:04 AM

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The Crisis Webinar Series, hosted by Advisor Products, is a free weekly webinar presentation that addresses key issues affecting independent financial advisors during the global economic crisis. Presenters are experts in investment management, financial planning, firm efficiency, advisor technology, business coaching, and client service and have helped advisors with techniques for managing portfolio risk, identifying investment opportunities, boosting revenue, gaining referrals, and strengthening client relationships during today’s challenging business environment.

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Advisor ProductsAdvisor Products
Advisor Products provides marketing and technology solutions for over 1,800 independent financial advisory firms. The company organizes the Crisis Webinar Series to support the independent advisory profession during a time of tremendous difficulty after the fallout from the credit crisis. Advisor Products believes that by utilizing techniques taught in these webinars, the independent advisory industry can survive and even thrive through the recession.

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