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
We were in our different silos, says Sun, cofounder of Sun Group Wealth Partners in Irvine, Calif., twirling both fingers in the air on either side of her head. We both had big rolodexes, but how could we have ever met?
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