ORLANDO, Fla. -- New social media tools have made it possible for advisors to throw more effective events than ever before, practice management consultant Dan Klein told a packed room of advisors at the TD Ameritrade Institutional conference here on Friday morning. Rather than simply hoping clients would bring qualified prospects as guests, an advisor can research a supportive client's contacts on LinkedIn, and then suggest specific invitees.
Such research is no longer seen as creepy, Klein argued: "If people have put up a profile on LinkedIn, they now expect that you'll look at that profile before you meet them."
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