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Using Technology for Lead Generation

Generating leads that can turn into potential clients is the lifeblood of every advisory firm. While the tried and true methods remain important, today’s technology has provided new and significant ways for advisory firms to explore lead generation.

From social media networks like LinkedIn, to data mining and other software tools, advisers are now finding new clients in places they never dreamed of.

Date: Tuesday, October 29, 2013

Time: 4:00 p.m. – 5:00 p.m. ET

Generating leads that can turn into potential clients is the lifeblood of every advisory firm. While the tried and true methods remain important, today’s technology has provided new and significant ways for advisory firms to explore lead generation. From social media networks like LinkedIn, to data mining and other software tools, advisers are now finding new clients in places they never dreamed of.

  1. How and what kinds of technology can be leveraged for lead generation
  2. The cost for new lead gen technology implementation
  3. Where social media fits into the picture
  4. Whether the traditional methods – centers of influence, referrals – are still valuable

Attendees may submit questions before and during this live event. A free and invaluable resource.

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