Edward Jones' Eisenbeis and LinkedIn Sales Solutions Repking on Importance of Relationships

Edward Jones' Eisenbeis and LinkedIn Sales Solutions Repking on Importance of Relationships

Assessment

Interactive Video

Business

University

Hard

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Quizizz Content

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The video discusses market opportunities for investors and wealth management firms, highlighting the importance of social media presence. Research shows a significant number of investors are seeking new advisors, and social media plays a crucial role in advisor-client relationships. Edward Jones is leveraging digital tools like LinkedIn to attract new clients and address generational wealth transfer. The video emphasizes the need for financial firms to invest in digital interaction channels and build trust through social media. It concludes with an invitation to discuss LinkedIn's potential for firm growth.

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5 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What percentage of investors are actively looking for a new advisor or wealth manager in the next 12 months?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

How has the social media presence of financial advisors changed from 2016 to now according to the text?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What challenges do financial advisors face in connecting with younger clients?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

What role does LinkedIn play in the financial advisory industry according to the speaker?

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5.

OPEN ENDED QUESTION

3 mins • 1 pt

How did the speaker's father react to the use of social media by their financial advisor?

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OFF