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.

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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 by the CFP Board, CE credit will be automatically reported 1 week after the live event, and again 30 days after the live event for all on-demand viewers. For IMCA CIMA®/CIMC®/CPWA® CE credits please e-mail SRosic@investmentnews.com for a certificate of completion. For both CFP and IMCA approved webcasts, CE credit will only be available within 30 days of the original air date. After 30 days, the webcast will be available for replay for 365 days post-live event, however CE credit will not be honored.

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