Event hosted with CFA Society Colorado. Society members can attend for FREE, email firstname.lastname@example.org for promo code.
In this webinar, listeners will learn how to:
- Create an online brand that is compelling and targeted without being too “salesy”
- Ask for an online introduction or referral without socially assaulting people - read here about cool ways to get online referrals
- Monetize your practice in new ways that are more scalable and allow you to build your pipeline faster
- Communicate in a way that is more relatable, fun, and human
This session will feature live examples, real life demonstrations of LinkedIn messaging tactics, and include a focus on interaction with listeners through various skill building exercises.
Speaker Bio: Sara Grillo, CFA, is a top financial writer with a focus on marketing and branding for investment management, financial planning, and RIA firms. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers. Sara graduated from Harvard with a degree in English literature and has an MBA from NYU Stern in quantitative finance.