Merrill Lynch transitioned from cold calling to relationship-driven sales by leveraging LinkedIn Sales Navigator, aligning with industry compliance while enhancing personal connections. Advisors use its search and filter features to identify prospects through second-degree connections, fostering trust before engagement. The platform also strengthens personal branding, enabling advisors to share insights at scale and stay top-of-mind with clients. This approach resulted in a 21% increase in new assets under management, demonstrating how digital engagement and strategic networking drive growth in a highly regulated industry.

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