Updated Tuesday, July 22, 2014 as of 5:48 PM ET
Practice - Marketing
5 Great Ideas for Cool Client Events
Financial Planning
Friday, January 31, 2014
Partner Insights

ORLANDO, Fla. -- New social media tools have made it possible for advisors to throw more effective events than ever before, practice management consultant Dan Klein told a packed room of advisors at the TD Ameritrade Institutional conference here on Friday morning. Rather than simply hoping clients would bring qualified prospects as guests, an advisor can research a supportive client's contacts on LinkedIn, and then suggest specific invitees.

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