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Leveraging the power of social media for client referrals

webcast 2014-05-13

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.

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.

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.

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