Crystal Thies, The LinkedIn Ninja, Business Consultant and Author, joined us on June 27th to share her six ingredients in the secret sauce for using LinkedIn to generate referrals. Feedback was extremely positive, with over 95% of survey participants rating it Useful or Very Useful.
Crystal Thies shares secrets for using LinkedIn to generate referrals
Crystal delivered practice-shaping insights and calls to action regarding using LinkedIn to generate referrals. Specifically she touched on a number of topics, including:
- How to clone your ideal clients and generate more referrals
- Identify 401k money-in-motion opportunities
- Master the #1 trust building test for millennials
- The hard truths about referrals that no one wants to talk about
There were also many actionable solutions offered by The Modernist Advisor including a series of steps advisors can take to achieve purposeful growth in the post-DOL world. One of the niches that was talked about extensively was retirement income planning for boomers that transcends investment strategies. The Modernist Advisor offered a complementary “Stress Test” that advisors could use to determine how Retirement Alpha could improve portfolio performance.