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Do you want to build your professional network and get connected to qualified prospects for free? LinkedIn gives you that ability if you use it the right way—with a social, relationship-building focus and not a selling one. Here’s a tested approach that works.
Getting a referral is great, but only the first step. If the introduction isn’t made properly, the referral will fall through. Here are three forms of virtual introductions that will start new relationships off right.
Many advisors aren’t reaching out to their clients right now, whether due to fear or overwhelm. Given how hungry people are for financial leadership, the opportunity to add clients is huge. Learn how to craft your referral approach to fit the virtual environment and reap the rewards.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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May 19–20, 2025