Marketing & Client Acquisition
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:
- Use your centers of influence to create introductions.
- Identify your next best prospects.
- 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.
Kris DeBonville is a cross channel wholesaler at Capital Group, home of American Funds, covering Western Massachusetts, Cape Cod and Rhode Island. He has 13 years of industry experience and has been with Capital Group for one year. He holds a bachelor's degree in marketing and management from the University of Massachusetts Lowell. Kris is based in Pelham, N.H.
Josie Gaba is a customer success manager with LinkedIn Sales Solutions. In her role, Josie works closely with clients to identify the solutions that can help them achieve their business goals through building meaningful relationships with customers and prospects