Judy Messina

I think you’re right that Linkedin can be a great site to build your network and develop leads. But as you say, it’s hard to keep up with when you’re trying to stay on top of trending topics and new ideas. Another solution is to use Linkedin as a way to build new connections and use personal CRM tools like http://networkhippo.com to manage those relationships and build deeper relationships with ongoing connection “offsite”. Just participating in the flow of social networks rarely develops into deeper connections.

Thanks for the post!

Hi Judy,

Thanks for this article. Good stuff. I know Jessica Maldanado quite well, having worked with her on a couple of articles for industry trade publications and panel presentations for TD Ameritrade Institutional’s 2011 annual conference (which happened to be on the topic of social media). Jessica’s experiences, as outlined in the article by you, are in line with what I am hearing from most advisors I converse with at industry conferences, online, etc. I’m looking forward to your next Advisor Tested piece!

Marie Swift Impact Communications

Advisor Tested: How LinkedIn can truly build your business and not just feed your ego

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Jessica Maldonado

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them. 

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

Women of Wealth Management

The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.

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Advisor Tested: How LinkedIn can truly build your business and not just feed your ego

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