Optimizing the Big Blue Introduction Machine

Cates presents steps on how advisors can get more introductions from LinkedIn. These include the need to complete and update one's profile, make your professional headline benefit-oriented, connect with all of your clients and centers of influence, post valuable information to your LinkedIn feed at least once per week, use your clients' first-level connections for possible introductions, once you identify possible introductions from clients and centers of influence to people on their profile, take your request off line, when you begin to suggest possible introductions to your clients and COIs, start by acknowledging the fact you are connected on LinkedIn, and once your client or COI has agreed to introduce you to one or more people, formalize the introduction.