Target COIs through LinkedIn

LinkedIn is more than a social network for professionals. It is a powerful tool that lets you develop and strengthen brand awareness and connections with current COIs and new ones you’d like to reach. How? Through targeted advertising.

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Jennifer Nelson
Tips for Meeting with COIs

Are you getting the most out of your COI meetings? For many RIAs, COIs are a vital part of their business development process. More than a third of RIAs surveyed said COI referrals played a significant role in their firm’s recent growth.

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Katie Gilmore
What Do Great Leaders Expect from HR in 2019?

Great leaders at top organizations expect HR professionals to be strategic. They want HR to understand the dynamics of the business and to be able to apply HR resources toward supporting business outcomes. How can you show that you understand the dynamics of your organization? Through diligent reporting on how your team deployed the resources of the HR department.

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Katie Gilmore
How Can You Stay Top of Mind with Your COIs?

Staying top of mind with your Centers of Influence isn’t easy. If it was, everyone would do it. As your network expands, your ability to spend time face-to-face with each member of it decreases. And as your network becomes more sophisticated and populated with more talented and highly-connected people, it becomes less likely that your network members have time to catch up with you in person or on the phone every month.

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Katie Gilmore
AMA Indy Kicks Off with Customer Experience Discussion

As many of our clients and friends know, I'm proud to volunteer for AMA Indy, and am returning to the Board of Directors this programming year as Immediate Past-President. We have a fantastic group of people on the board who are sharing their time and talent to strengthen our marketing community. I hope you'll join us for our kick off event on August 14th!

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Katie Gilmore