“People are coming to LinkedIn to get professional knowledge and follow influencers in their space.”

“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 …

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

“LinkedIn allows you to build that casual connection with customers by understanding who the person is at a level that other data enrichment platforms simply can't because they aren’t curated by that individual like LinkedIn is.”

“We view Linkedin as our single source of truth. It’s written into our standard operating procedure that Linkedin Sales Navigator is the first place to look.”

“Sales Navigator is the most up-to-date database out there.”

“Sales Navigator makes it easy to start conversations. It’s less formal than an email and eases the conversation right from the get-go, which is obviously very important when you’re building a relationship. Sales Navigator is vital to our prospecting process. I strongly believe sales success is a direct result of …

“Before, our reps were doing an hour’s worth of research to get the right … information, to have that first touch with the customer. [They would contact] 8 or 9 [prospects on] any given day… LinkedIn Sales Navigator’s helped us… take that hour down to just minutes.”

“I use the notifications to alert my team when important changes happen at new accounts. Especially for my newer reps, it helps to get them up and running more quickly.”

“A lot of these guys are really tech savvy. When they share content, and I reach out to comment… they notice… We also get notified [when our leads] go to another company. We use that to start a conversation about a new deal.”

“Social selling is taking out the pitching component of sales. You’re creating conversations about your product and services which organically can produce sales conversations.”

"The advanced search with highly detailed filtering options, not to mention the sheer size of the LinkedIn network with its over 760 million members, allows us to identify relevant points of contact with significantly less effort."

“We’ve coined the term Social Hour where reps spend from 4pm to 5pm every day identifying 10 leads on LinkedIn, spending 3 minutes on each profile to learn about the person and then reaching out. The results have been more pipeline than we’ve ever seen before.”

“Our team has more insights and data at their fingertips that is easily actionable, which is making their jobs so much easier today than even 6 to 12 months ago.”

“With this integration, it’s just a streamlined process from beginning to end. The team has been appreciative.”