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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Marketing & Client Acquisition
Video: How to reach high net worth prospects on LinkedIn

15 MIN VIDEO

 


You may be familiar with LinkedIn; you may even use it to stay connected to friends and colleagues. But did you know that high net worth individuals are more highly engaged on the platform than the average user? Or that more than 70% of those high net worth individuals on LinkedIn are not yet connected to a financial advisor or wealth manager? With so many professionals networking online these days, this social networking site may represent an untapped opportunity for your business.


Watch LinkedIn’s Josie Gaba and Capital Group’s Kris DeBonville as they walk through three big ideas to help financial professionals prospect high net worth clients on LinkedIn.


Watch to learn how to:

  1. Use your centers of influence to create introductions.
  2. Identify your next best prospects.
  3. Explore Sales Navigator, a paid version of LinkedIn that has some added features that may be worth considering.

Plus, get ideas for identifying rollover opportunities and connecting to a next generation of clients. 




Learn more about
Marketing & Client Acquisition
Always-on Acquisition
Pathways to Growth

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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.