Summary: Partnerships with local financial professionals can be a great source of new prospects. And if you co-hosted events with well-connected financial professionals before the pandemic, you’ve likely seen the value of this strategy firsthand. Unfortunately, social-distancing may restrict in-person events—but virtual prospecting is a convenient and cost-effective alternative. Mike Lynch, managing director of Hartford Funds Applied Insights, explains how to partner with professionals to co-host an online event and gives real-life examples to show their unique advantages. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI267.pdf White Paper: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI252.pdf Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.
