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Live Webinar

90-minute live streaming program
  • May 7
  • 1:00 - 2:30 pm EST

Using Digital and Social Media to Acquire and Expand Client Relationships

May 7

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.

Learning Objectives

  • You will be able to review the ways professionals are using social media and digital marketing to build credibility and acquire new clients.
  • You will be able to explain the guidance issued by FINRA.
  • You will be able to identify strategies to target ideal clients.
  • You will be able to discuss how to establish the systems you can put in place to execute a model week.

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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

Live Webinar Registration

  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • NJ CLE 1.8
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • WA CLE 1.5 including Other 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hour(s) of credit, including 1.50 hour(s) of credit in the "Other" category.
     
  • WI CLE 1.5
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.8 including Law Office Management 1.8
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours, including 1.8 hours of law office management credit.
     
  • CPE 1.8 including Communications and Marketing 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Communications and Marketing for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Advisory Services for 1.5 hours.
     

Who should attend?

This live webinar is designed for attorneys, estate planners, financial planners, presidents, vice presidents, CFPs, accountants, finance directors, business owners and managers, directors and other investment professionals.

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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.

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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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.

All of your training, right here at Lorman.

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

  • Live Webinars
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  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 405416
Published 2019
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