February 2019 Luncheon Meeting

Getting Started with LinkedIn

 Speaker: Steve Fox, Regional Advisor Consultant for Putnam

Meeting Description 

Social networks are a time and cost-efficient way for financial advisors to market themselves. While social networks like Twitter and Facebook definitely have their place, LinkedIn is by far the most valuable for planners and advisors.

LinkedIn is now an all-in-one professional social media network because it allows users showcase their skills and experience, create original content, keep in touch with current clients and centers of influence as well as prospect new clients. If you want to make the most of your social media activity it should not be used just as a passive digital resume.

In this presentation Steve Fox will go over how to properly set up your LinkedIn account, write a good summary, develop your network, create and personalize your content, stay on top of mind with your connections, and how to do prospecting and be creative with this powerful tool.

Speaker Biography

Steve Fox is a Regional Advisor Consultant in the Putnam Retail Management group. He is responsible for working with financial advisors in the San Francisco Bay Area to provide market and economic commentary, as well as updates and insight on Putnam’s products and services. Steve Fox, who holds Series 6, 63, 7, and 65 licenses with FINRA, has been in the investment industry since he joined Putnam in 2013. He holds a B.A. from Brown University in Business Economics.

Pricing and Registration (Lunch is included)

Register early!  Advanced pricing and online registration is available through February 4th:    

• FPA Members and First Time Visitors:  $40
• Non-Members:  $60

After February 4th:

• FPA Members:  $60
• All Non-members:  $75

Online Registration is open through Monday, February 4th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, February 5th.

Register Now!