Morrinson Wealth leverages LinkedIn Sales Navigator to refine client targeting, expand outreach, and diversify its customer base. By utilizing deep filtering capabilities, financial advisors connect with in-market clients based on specific criteria, improving engagement and response rates. The firm has seen a 33.8% increase in new business leads, breaking traditional wealth management barriers and reaching independent business owners. Sales Navigator also streamlines corporate financial planning efforts by identifying key decision-makers. This data-driven yet personalized approach enhances revenue generation and creates consistency in business development strategies.

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