The Power of Social Media Prospecting

Finley, Daniel C.
September 2011
Journal of Financial Planning;Sep/Oct2011 Practice Management Sol, p10
Academic Journal
The article discusses the power of social media in speeding up customer prospecting process. It notes that social media can help financial advisers connect and find ideal prospects and help potential future clients to find them through using the right social media sites. It explains that popular professional networking sites such as LinkedIn, MeetUp, and Facebook are examples of great site for finding, attracting, and reconnecting with prospects. Also noted are the strategies in developing and designing the LinkedIn, Facebook, and MeetUp web sites, which are used to new connections and renew old acquaintances.


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