He discusses why it might be worth it for financial professionals to pay for the service rather than using the free version of LinkedIn. Barca also explains how LinkedIn Sales Navigator has built-in customer relationship management tools that can help financial professionals concentrate on the most promising leads while best serving existing clients in their practice.
“This is a great way for you and your team to build constant rapport with these clients, and to make sure you're staying on top of that relationship.”—Brendan Barca, Coach, Speaker, and Consultant, Brendan Barca Solutions
About the Portfolio Intelligence podcast
The Portfolio Intelligence podcast features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across John Hancock’s multimanager network. Hosted by John Bryson, head of investment consulting at John Hancock Investment Management, the dynamic discussion explores ideas financial professionals can use today to build their business while helping their clients pursue better investment outcomes.
This podcast is being brought to you by John Hancock Investment Management Distributors, LLC, member FINRA,SIPC. The views and opinions expressed in this podcast are those of the speaker, are subject to change as market and other conditions warrant and do not constitute investment advice or a recommendation regarding any specific product or security. There is no guarantee that any investment strategy discussed will be successful or achieve any particular level of results. Any economic or market performance information is historical and is not indicative of future results, and no forecasts are guaranteed. Investing involves risks, including the potential loss of principal.