How to influence advisers: LinkedIn tells asset managers how to build relationships
‘Help advisers get new clients’
Ever wondered how those trying to sell you products view you and how they think they should best go about it? Well, this report from LinkedIn does just that, writes Tom Ellis, telling asset managers what advisers are up to and suggesting the best ways they can influence them…
According to LinkedIn's report, Connecting with Financial Advisers, advisers are influenced by a range of factors when recommending funds. Namely, the profile of portfolio managers (which supposedly affects...
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