Majority of Retirement Plan Advisors To Increase Use of Web Resources for Networking
Kip Gregory leads workshop providing two step-by-step examples of "internetworking"
ATLANTA, Feb. 24 /PRNewswire/ -- RidgeWorth Investments held a webinar for advisors entitled "Master the Art of 21st Century Networking" on Tuesday, February 16 in partnership with Kip Gregory. The webinar walked participants through a step-by-step process for utilizing an array of web resources in combination with LinkedIn for better networking.
In the first example, Kip showed how to use Larkspur Data Resources, company websites and LinkedIn to identify prospective plan sponsor clients. Elizabeth Wilson, national sales manager for RidgeWorth Investments, noted that her team has walked retirement plan advisors through the same process, helping them develop a game plan to secure meetings with promising plan sponsor prospects. She also said that the plan benchmarking tool that RidgeWorth developed can be a great conversation starter (visit planadvisortools.com).
The second example showed how to use information from the American Society of Association Executives in combination with LinkedIn to connect with potential high net worth clients. Kip said that the key with both examples is to have a specific target in mind before advisors start the research process or it could be overwhelming.
Of the webinar participants, nearly 40% utilized social networking for business at least weekly, while 45% utilized it "occasionally." When asked if the webinar would increase their use of web resources for networking, 86% responded "Definitely" or "Probably."
To listen to the replay, visit:
www.ridgeworth.com/social-networking
For information about future webinars, please visit www.ridgeworth.com/practice-managementip (registration required).
About RidgeWorth Investments
RidgeWorth Investments serves as a holding company that owns interests in eight investment boutiques with approximately $63 billion of assets under management as of December 31, 2009. RidgeWorth's investment boutiques manage a wide variety of investment disciplines across the fixed income, equity, and liquidity management asset classes. Our boutiques provide investment management services to a growing client base that includes endowments, foundations, corporations, healthcare organizations, municipalities, public funds, associations, insurance companies, labor unions and high net worth individuals. In addition, RidgeWorth serves as the investment adviser to the RidgeWorth Funds mutual fund family. RidgeWorth Investments is a trade name for RidgeWorth Capital Management, Inc., an investment adviser registered with the SEC headquartered in Atlanta. For more information about RidgeWorth, visit www.ridgeworth.com.
About Kip Gregory
For more than a decade, Kip Gregory has been helping advisors and other industry professionals overcome the challenge of harnessing technology to increase business capacity. His book "Winning Clients in a Wired World" details hundreds of fast, easy-to-implement methods of saving time and systemizing success with tools and resources you use every day. For more information on Gregory's book, or The Gregory Group's consulting and speaking services, visit http://www.winningclients.com or http://www.gregory-group.com.
Material presented may not reflect the opinions or current policies of RidgeWorth or its affiliates. Information provided is general and educational in nature. Registered Representatives of a Broker-Dealer and employees of Registered Investment Advisers are subject to their Firm's policies.
An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the RidgeWorth Funds can be found in the fund's prospectus. To obtain a prospectus, please call 888-784-3863 or visit www.ridgeworth.com. Please read the prospectus carefully before investing. Mutual fund investing involves risk, including possible loss of principal.
®2010 RidgeWorth Funds. RidgeWorth Funds are distributed by RidgeWorth Distributors LLC. RidgeWorth Investments is the trade name for RidgeWorth Capital Management, Inc., the adviser to the RidgeWorth Funds, and is not affiliated with the distributor.
NOT FDIC INSURED |
NO BANK GUARANTEE |
MAY LOSE VALUE |
|
SOURCE RidgeWorth Investments
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article