 If people have put up a profile on LinkedIn, they now expect that you'll look at that profile before you meet them."
Dan Klein, practice management consultant, TD Ameritrade Institutional
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5 Great Ideas for Cool Client Events
Rachel F. Elson | On Wall Street, February 2014
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Summary: 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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