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Using Digital and Social Media to Acquire and Expand Client Relationships

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.


Runtime: 96 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Understand the Guidance Issued by FINRA

Learn How to a Systematic Revenue Architecture™ Process Can Be Tailored to Your Personal Professional Objectives

  • Identifying Strategies to Target Ideal Clients Create Regulatory Compliant Messaging on Social Media Including Linkedin®, Facebook® and Twitter®
  • Establishing the Systems You Can Put in Place Including Your Visual Branding, Website, Social Media Profiles, Marketplace Presence, Content and Collateral as Well as the Technologies and Tools You Need to Execute a Model Week
  • Executing Client Engagement Hands on, Using Social Media and Digital Tools to Reach and Engage Your Target Audience
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on May 7, 2019.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • IL CLE 1.5
     
  • NJ CLE 1.8
     
  • WA CLE 1.5 including Other 1.5
     
  • WV MCLE 1.8 including Law Office Management 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • IL CLE 1.5
     
  • NJ CLE 1.8
     
  • WA CLE 1.5
     
  • WV MCLE 1.8 including Law Office Management 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

John C. Stone, III

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 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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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!

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Product ID: 405416
Published 2019
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