Episode 9 – Mastering LinkedIn Prospecting




Human-centric investing Podcast show

Summary: Many advisors realize the potential of LinkedIn for client acquisition. But few have mastered it. That’s because LinkedIn is complex, and it doesn’t come with an instruction manual for financial advisors. Our host, John Diehl, asked Stephen Boswell, president of The Oechsli Institute about their LinkedIn research. You’ll hear best practices and action steps used by advisors who successfully acquired clients using LinkedIn and how you can too. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI108.pdf Mastering LinkedIn resources landing page: https://www.hartfordfunds.com/linked The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.