I think it's a great way to leverage the LinkedIn network. But it needs some fine-tuning so that the screening process results in advisers who are a better fit for the client, and vice versa."
Jamie Ebersole, Ebersole Financial |
Summary: Financial advisers award LinkedIn's Pro-Finder service a poor grade so far in terms of helping them identify worthy prospects who have become clients. But they're not giving up hope on the business development tool.
I think it's a great way to leverage the LinkedIn network. But it needs some fine-tuning so that the screening process results in advisers who are a better fit for the client, and vice versa."
Jamie Ebersole, Ebersole Financial |
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