As you build your first-degree connections, the amount of information available to you can seem insurmountable. However, having vast amounts of information at your fingertips can mean major opportunities if you have a way to capture and manage it. The following are two websites I wanted to highlight that help with managing this information and keeping you firmly on the pulse of your connections. The best part – they are both completely free!
JobChangeNotifier.com
What is it?
An application that automatically emails users whenever a first-degree connection accepts a new job, leaves their current one, or gets promoted. The application takes only seconds to setup.
Why do advisors want it?
While LinkedIn has made this feature more and more apparent on your home screen, JobChangeNotfier.com makes it even easier by sending you an email notification whenever a change in job status takes place. Money in motion spells one thing for advisors - rollovers. The other helpful aspect of this plugin is that it allows you to select key connections (in case you don’t want to track everyone). If there are particular executives, business owners, or any niche that you want automated notifications about, you can narrow your focus.
Reasons2Call.com
What is it?
Reasons2Call is an application that notifies you of important dates and facts for your LinkedIn connections.
Why do advisors want it?
This website aggregates the data already available on your client’s profiles and organizes it in a useful way. It will list birthdays, anniversary’s, phone numbers, hobbies, interests, etc. This is excellent information to put in your CRM system and the data is fully exportable. This should arm you with relevant and timely reminders to get in touch with your contacts more regularly.
These are just a few of the websites that are available and I’m sure LinkedIn has plans to add some of this functionality in the future. But until then, enjoy these free websites and fully leverage the largest professional social network around.
Kevin Nichols is a thought-leader with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. Follow him on twitter @KevinANichols www.Oechsli.com
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