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Leveraging the power of social media for client referrals

All the experts will tell you that having a social media presence – through LinkedIn, Facebook, Google +, Twitter, et al – is crucial, but it takes time to squeeze value out of these networks. In this webcast, we cut to the chase and unlock ways advisers can leverage social media to drive client referrals – the lifeblood of top performing advisory firms. In addition, panelists will look at how to combine traditional marketing methods with social media, and what to expect along the way.

View Archived Webcast

Date: Tuesday, May 13, 2014

Time: 4:00 p.m. – 5:00 p.m. ET

All the experts will tell you that having a social media presence – through LinkedIn, Facebook, Google +, Twitter, et al – is crucial, but it takes time to squeeze value out of these networks. In this webcast, we cut to the chase and unlock ways advisers can leverage social media to drive client referrals – the lifeblood of top performing advisory firms. In addition, panelists will look at how to combine traditional marketing methods with social media, and what to expect along the way.

Specifically, the panel will answer these questions:

  1. How can social media lead to referrals?
  2. Which social networks are best designed to maximize opportunities?
  3. What are the regulatory guidelines?
  4. Going beyond the ‘big four’ social networks
  5. Building social media into a broader marketing plan

Attendees may submit questions before and during this live event. A free and invaluable resource.

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Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.

For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email azimmerman@investmentnews.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.