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By Lindsey Burda, Vice President of Marketing and Communication Services, Premier Wealth Management, Inc.™
Posted February 6, 2017


There are many tools that financial advisors can use to further prospect using LinkedIn. In this post, we will share some tips and tricks for using tools in conjunction with LinkedIn to give you an advantage in prospecting clients. We will take a look at The Foundation Center (foundationcenter.org).

LinkedIn alone is a great tool but when combined with other online resources it can become a powerful tool to help in prospecting, networking and gaining new business.

Social media takes time and effort and to to gain results takes patience and persistence. Many advisors simply don’t know where to start and can sometimes feel overwhelmed and become discouraged. In my last blog post for the Premier Blog we mentioned The WARN Act and WARN Notices used in conjunction with LinkedIn to help with prospecting clients (be sure to go back and check that out for more information). In this post we will review Foundation Center (foundationcenter.org).

With a little search on Foundation Center you can look up the 990s of private foundations, public charities, and other nonprofits in your area. The 990 Finder on the site gives you free access to nearly 3 million of the most recent Forms 990 and 990-PF filed by nonprofit organizations with Internal Revenue Service (IRS). The 990-PF is the information return U.S. private foundations file with the Internal Revenue Service. This public document provides fiscal data for the foundation, including assets, names of trustees and officers, application information, and a complete grants list.

Browse sample forms, learn how to understand them and use them to your advantage. Find names to search on LinkedIn:  xenical orlistat 60mg

Depending on your client base (i.e. 401(k) plan sponsors), this could be a great tool for you to begin prospecting and networking via LinkedIn. By looking at these forms you can see who key decision makers are or various contacts at many of these different organizations. You can then take those names or organizations and search them on LinkedIn. From there you can see if you have any mutual connections at the organization and can begin the process of reaching out and connecting with people, building your network and building your client base.

It’s like cold calling for the 21st century, yet you never have to pick up the phone.

Copyright © 2017 Premier Wealth Management, Inc.™ All rights reserved.

At Premier Wealth Management, Inc.™ our efforts are focused upon finding and contracting new representatives who can add value to our already existing team of top-notch financial professionals. With nearly 80 reps in 14 states we strive to help the representatives in our branch develop their skills, attain their professional goals and grow their practice by providing education in different areas including but not limited to practice management, succession planning, marketing, and much more.

Lindsey Burda

Lindsey Burda

Vice President of Communications & Marketing Services, Premier Wealth Management

Lindsey manages Premier’s communications and marketing efforts as well as Premier’s event planning. Lindsey manages the internal communications efforts as well within Premier Wealth Management branch including our Premier Newsletter, Premier Bulletins, social media, Premier websites, to provide the most up-to-date information to our advisors. She also assists our advisors with various trainings including our New Rep Training Series and Social Media Marketing Consultation.

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If you are looking to grow your independent business and want a dynamic support group of financial professionals with years of proven success, then start by contacting us today. You can expect a no-nonsense, hands-on approach as we work together to build your business. You steer the direction and choose the solutions that best fit your needs, while we offer the support you need to achieve your goals.

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