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The potential for GPT in client communicationĪdvisor Tech Tips is one of many resources available to advisors from Putnam Investments.

2023 survey of advisors’ use of social media.

Make sure they contain the keywords you want to describe yourself and your credentials. With Boolean search features available to LinkedIn users, your LinkedIn Summary and Headline are important. Have you looked at your own summary and headline? Learn more about Boolean in LinkedIn’s blog entry: How to Search LinkedIn Like a Pro. If you only want business owners in the Greater Chicago area, select that box in “Locations” section of your search results. However, even a basic LinkedIn membership provides enough filters to deliver good results. If you have a premium membership, you can use premium filters to narrow your search further. LinkedIn will deliver the search results in the usual results page. To refine your prospecting for business owners, use Boolean operators in the LinkedIn search window: The number of results you generate will vary depending on your level of LinkedIn membership. Also, LinkedIn’s Boolean searches look at a user’s entire profile, including the summary and headline.

When you use Boolean search operators on LinkedIn, you are able to search the entire LinkedIn universe, not just your network. (mutual funds and active management) or (“actively managed portfolios”)

Boolean, named after 19th century mathematician George Boole, is a method of Internet searching designed to help narrow your search and generate more precise results.īoolean uses “connectors” to make your search more accurate, such as:

Linkedin search operators