You've reached the end of the “E’s,” but the social selling isn’t over. It's like a step mill—the steps keep coming back around. Review your profile twice per year, continue to connect with people, engage with your network, and review your content's performance. Here is your bonus “E” – Evaluate! Look at your key metrics: number of connections or followers, the amount of engagement on your content, and more.
Rocky Kalmanovitz is Vice President of Admin Solutions. He has overseen the program’s evolution and led its day-to-day operations since joining LPL in September 2018. Rocky earned a BA in Economics from UCLA and a MBA in Marketing & Leadership from Arizona State University. He is certified as a CFP, AAMS, AWMA, CMFC, CRPC, PMP, and Six Sigma Black Belt and is FINRA Series 7, 9, 10, 24, 63, and 66 licensed.
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“We know the challenges of training someone from scratch. Admin Solutions is a cost-effective way to bring on new staff. We have increased our service capacity by 20%.”
The view and opinions expressed by the LPL Financial Advisor(s) are as of the date of publishing. These views may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL nor the Financial Professionals can be held responsible for any direct or incidental loss incurred by applying any of the information offered.