Jose Elguezabal, CFA's Linkedin Analytics

I Help Investment professionals grow client base and Asset Under Management (AUM) Just like a well-diversified portfolio, your client acquisition strategy needs to be flexible, strong, and built to grow. As an investment professional, managing assets is second nature to you—but building a personal brand, creating content, and effectively using LinkedIn to attract new clients? That’s often where things get tricky. Our program "The Networking Dividend," aims to help fund managers, bankers, and financial planners like you master the skills needed to stand out in a borderless capital market. I have helped hundreds of peers and we know that The top 3 main challenge of investment professionals here are: 1. Don't know where to start 2. Content creation guidance 3. LinkedIn networking tactics And those are only the initial challenges. Here’s how we help: Clarifying Your Strategy: We create a clear plan to build your personal brand and attract the right clients. Content Creation Support: Learn how to craft posts that engage investors and showcase your expertise. LinkedIn Networking Tactics: Discover how to build meaningful connections and grow your client base efficiently. Time Management: We help you integrate these strategies into your busy schedule so they don’t feel like extra work. The results? You will generate consistent alpha against your competitors benchmark beating them with a strong network of investors, steady client growth, more assets under management. Ready to take the next step and diversify your approach to growth? Lets book a call, go to my featured section.