Updated Sunday, March 1, 2015 as of 11:42 AM ET

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When Social Media Helps Reel in a Big Prospect

Ann Marsh

Young and up-and-coming planner Winnie Sun is a passionate advocate for the role that social media can play in attracting Generation Y clients. But recently a routine LinkedIn inquiry she made yielded a benefit that surprised even her: a huge client prospect who she thinks she never could have met otherwise

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