Back to school: A LinkedIn review to prep for 4Q

As students head back to school for the start of another year, financial advisors are gearing up for the fourth quarter. Get back to basics with LinkedIn as Ryan Kaysen takes you through an easy, daily routine.

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hi my name is Ryan Cason I work with Delaware Investments carbon the Georgia territory like most of financial advisors I work with you're probably already familiar with LinkedIn but you don't know what to do with it and that's what I'm here for I want to teach you how to use it as a business building tool to help you find more clients first and perhaps most importantly you'll want to find tune your profile include a detailed summary listing your school or professional associations as well as any interest you may have please check out Oracle Optimizer LinkedIn profile on a Delaware website you want to make sure you're focusing on the right people to make a connection or they qualify for your business once they qualify these individuals you'll see where they get the most benefit and shift your focus accordingly like the provides ways for you to constantly stay in front of the clients keep them happy for example under the connections tab you can easily see when your clients are having a birthday work anniversary change jobs I got promoted or anything of the sort can also connect with beneficiaries to build a relationship now and be trusted advocate for them let's say you're working with a particular group of people or have a lot of clients at a certain company LinkedIn can help you keep track of that companies news or you can identify people with the same group interest easily by join groups or following companies you can join up to 50 groups learning how to use the search options to find prospects is extremely important you can use the basic search to find people companies or jobs or I can use the advanced search to dig deeper and find your ideal Prospect and go step further and save that search for future use and have notifications sent to you when a connection meet your specifications for more information download our checklist on our website and track your progress at your desk as you tackle your internet marketing strategy

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