“The demographic in wealth management is typically targeting those that have been working for a specific amount of years. But at Morrinson Wealth, we want to think beyond that. We want to target those who in the past have not considered what wealth management is, or perhaps are early in …

“It’s important that we multithread across regions and different levels of seniority within the business to empower the CSMs. Knowing who they should be speaking to and giving them the opportunity to outreach and connect with Sales Navigator is essential.”

“LinkedIn allows me to share names from my professional network and prompts my contacts and clients as they help others.”

“LinkedIn is the closest offering to the sole bearer of truth in content management. The data is as accurate as you can get. This is the most powerful element of the product.”

“What we like best about using LinkedIn Sales Navigator is saving leads and accounts that you're not yet connected to, so you're always up to date on the status changes.”

“LinkedIn is the world’s business network, and as such, we see Sales Navigator as an essential tool for executing our account-based marketing strategy.”

“Our sales team knows LinkedIn because they’re on it. There’s no resistance to using it. They like it because they know they can rely on the network and the data that comes with it."

“If a financial advisor is using Sales Navigator, they’ll see when a life event has happened— a change in jobs, etc—and be able to reach out at the right time with the right message, instead of waiting for that client to reach out to them.”

“With Sales Navigator, you can really get in there, use Lead Builder, and start looking at ways to build meaningful conversations and deepen relationships in a very nuanced way.”

“Sales Navigator has allowed us to get in front of companies that we weren’t able to connect with in the past.”

“Our new reps can get started with and have quick wins on Sales Navigator without having to go through an extensive onboarding, and they don’t need a lot of handholding.”

“PointDrive and Sales Navigator help us create awareness and generate excitement around major news and announcements, which, in turn, helps us sell more season tickets.”

PointDrive helps us present a variety of sales collateral to our busy corporate buyers in an easy, clear, and concise manner.”

“Getting alerts from Sales Navigator when clients have a change in personnel changes the game for us. We’ll all, as a team, be able to see, ‘Hey. Who knows them? Is there a connection? All right. Introduce us.’ A majority of the time we’re introducing ourselves to peers through LinkedIn.”

“Our focus is often on new client acquisition, so we use Sales Navigator metrics to gauge how our sales team is doing. Whether it’s InMails or just the number of searches they’re doing to go deeper and wider within an organization, it’s a great way to see a bigger picture—and …