800-347-3539
Presented by:
Featured speakers:
Chris Bobcean,
Director of Digital Marketing
Flexible Plan Investments, Ltd.
Christopher H. O’Neill,
Senior Regional
Marketing Associate
Putnam Retail Management
Flexible Plan Investments Practice Management Series
Using LinkedIn to gain and retain clients
Register for Webinar
Advisors Use Social Media
of "social advisors" gained new clients
of advisors are using social media for business
median asset gain attributed to social media use
Networks Used
Percentage of advisors
using each social network for business
64
70
73
36
47
54
27
42
44
'14 '15 '16
'14 '15 '16
'14 '15 '16
Source: The Putnam Social Advisor Survey 2016
Using LinkedIn to gain and retain clients
Register for Webinar
As a thank you,
all registrants will receive a link to download the “How to become a ‘social’ advisor” guide.
Webinar details
Want to learn how to prospect, get referrals, and market your knowledge through social media? Join us, along with our partner Putnam Investments, for the “Using LinkedIn to gain and retain clients” webinar to find out how to get started. Here’s what you’ll learn:
• Why social media is important to building and retaining clients.
• How to build credibility and share knowledge using LinkedIn.
• Why social groups are important.
• How to use social media “compliantly.”
Date: Tuesday, September 19, 2017
Time: 4 p.m. (EDT)
Duration: 60 minutes
(45-minute presentation + Q&A)
Speaker Bios
Chris Bobcean
Director of Digital Marketing
Flexible Plan Investments
Chris leads the Flexible Plan digital marketing team. He has more than 22 years of experience in digital marketing, content management, and social media strategy.
Christopher H. O’Neill
Senior Regional Marketing Associate
Putnam Retail Management
Mr. O’Neill is a Senior Regional Marketing Associate in Putnam’s Registered Investment Advisor Division. He is responsible for providing sales and marketing support to financial advisors in
eighteen states.
Mr. O’Neill, who holds Series 6, 7, 63 and 65 licenses with FINRA, has been in the investment industry since he joined Putnam in June 2012.
Proactive Advisor Magazine is dedicated to promoting and educating the advisor community on active investment management through original, leading-edge content.
Financial advisors who register for the webinar will be eligible to be featured in a future issue of Proactive Advisor Magazine. A feature in Proactive Advisor Magazine is a great marketing piece that you can share across your social media channels.
Become a featured advisor
Sponsored By:
Using LinkedIn to gain and retain clients
Webinar: Tuesday, October 24, 2017, at 4 p.m. (EDT)
6-time recognized
Inc. 5000
Fastest-growing
Private Company
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.