Gain an understanding of how to stay compliant with FINRA while using your digital presence and social media to obtain new clients.
This topic will describe how to establish your personal brand and engage clients using social media and digital tools in a regulatory environment. We will explore how to tailor your Revenue Architecture™ to create an effective digital and social media presence to build awareness and engage clients. You will learn how to identify ideal clients, build targeted messaging and select digital channels. Learn how to establish your digital presence and use technology and tools. We will explore marketing strategies and FINRA compliance guidance when using channels like LinkedIn®, Facebook® and Twitter® and your Blog. Consider ways to right size your digital and social media marketing to build awareness, engage new clients and deepen existing relationships.
Agenda
Faculty
John C. Stone, III
Revenue Architects, LLC
- Founder and president of Revenue Architects, LLC, a revenue growth methodology and services firm that helps companies onboard and personalize their revenue architecture and execute marketing and sales
- Delivers training workshops, consulting, and agency services to a range of business-to-business, professional services firms, financial advisors, and investment management firms
- Conducts regular seminars and workshops on digital marketing, social media marketing, revenue growth strategy and business development
- Published a variety of articles in the areas of marketing and sales for financial advisors and business professionals, authoring a new book on revenue architecture
- Bachelor’s degree, University of Vermont; advanced executive education certificates, Harvard Business School, and The Wharton School
- Can be contacted at [email protected]
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