Updated Friday, May 24, 2013 as of 12:58 PM ET

Email This Article

When Social Media Helps Reel in a Big Prospect

Ann Marsh

Young and up-and-coming planner Winnie Sun is a passionate advocate for the role that social media can play in attracting Generation Y clients. But recently a routine LinkedIn inquiry she made yielded a benefit that surprised even her: a huge client prospect who she thinks she never could have met otherwise

Login for Registered Users:

Log in below to email an article:

Recruiting
Why Advisors Have Leverage
Guides and Supplements
30-days-30-ways-2013
pro-bono-awards-2013

Current Issue

The May Issue is now online!


506515_Business Gold Rewards Card from American Express OPEN
TWITTER
FACEBOOK
LINKEDIN
Quick Polls
Are You Considering Changing Firms This Year?
Yes, to Another Wirehouse or Regional Firm.

14%

Yes, Considering Independence.

14%

No.

71%

Industry Events

May 28, 2013 | San Francisco, CA

June 5, 2013 | Hollywood, FL

June 12, 2013 | Chicago, IL

June 13, 2013 | Chicago, IL

June 20, 2013 |

Already a subscriber? Log in here