Insights to Effectively Engage Decision Makers in Financial Services

Learn how to meaningfully connect with senior level executives in financial services.

August 17, 2016

  • Financial-Services-Social-Selling

Reaching high-leveled decision makers is always a challenge, but engaging those executives in the financial services industry can feel impossible at times. 

Whether you’re targeting investment firms, accounting companies, insurance brokerages, or banks, the key decision makers are often too pressed for time and engrossed in their work to hear an unsolicited sales pitch.

That means out-of-the-blue cold calls probably aren’t going to work—but social selling strategies can help you open the door and build new relationships.

The key is knowing your audience before you try to engage. That’s why we’ve prepared this helpful new tipsheet: Decision Maker Insights for Financial Services: Tips to Effectively Engage with Senior Level Executives. We’ve summed up critical facts on the industry’s decision makers and their behavior on LinkedIn, so you can easily engage and build a meaningful relationship.

Download Decision Maker Insights for Financial Services: Tips to Effectively Engage with Senior Level Executives  for free to learn about:

·      Top social selling tactics to engage financial service execs
·      Trending financial services topics you can leverage
·      Breakdowns of seniority stats, company sizes, demand, and more
·      Suggestions for reaching out to this niche segment of decision makers

Cold calls won’t get you far, but relevant insights, warm introductions, and social media interactions can help you get real traction. Learn how to engage and influence financial services decision makers with the proven strategies of social selling.

Leverage social selling strategies to connect with new financial services prospects. Download the free tipsheet today.