I Have 500 LinkedIn Connections. Now What?
Join friend of the chapter, Chris Smirti, Senior Regional Consultant for Putnam Investments, for an interactive tutorial on using LinkedIn to identify and approach contacts in your network ready to initiate a financial planning relationship. Chris will present strategies and tips he has developed over the past decade to effectively target, connect, and close new prospects using LinkedIn.
You will learn:
- Proven techniques for approaching members of your network ready to engage a financial planner.
- How to search for second-degree connections of contacts and illicit introductions to tap into a broader field of financial planning prospects.
- Tips for specifically approaching prospects who have recently changed positions, an indicator of new compensation and moving assets.
- Information on LinkedIn Sales Navigator – a premium advanced search and messaging tool offered by the program - is this upgrade worth the investment?
Chris covers the Northeast Region for Putnam Retail Management, responsible for providing sales and marketing support for Putnam’s mutual funds and 529 college savings plans to financial representatives, pension plans, and corporate accounts in New York City, Long Island, and northern New Jersey. Previously at Putnam, he served as a Senior Regional Marketing Associate and Dealer Marketing Associate, providing product and account information to financial advisors. A graduate of Holly Cross, he has been in the investment industry since he joined Putnam in 2010.
For questions contact, Kristin Beane at kristin@fpametrony.org