Social Media – “Smocial” Media
March 19, 2017
Cloud Based Software – Everything You Always Needed and Wanted
March 19, 2017Lead Conversion – Campaigns, Tagging, Freemiums, Client Lifecycles – What’s it all about?
$25.00
How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Darin will explain how to use potential client conversion software while remaining profitable and professional.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Darin Adams
PREVIEW:
How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Darin will explain how to use potential client conversion software while remaining profitable and professional.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Darin Adams
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Social Media – Creating Your Online Presence and Keeping Compliant?
$25.00Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Many advisors today are faced with the challenge of creating an online presence that also keeps the compliance officers happy. Join Jeff and Rob as they give you an overview of the various Internet tools and social media that you’ve heard about, as well as advanced ideas that you may not have heard about.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication
Click play to watch a short video about ‘Social Media – Creating Your Online Presence and Keeping Compliant?’
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Dunham Trust Company
$25.00In our estate and business planning practices, our clients often consider a corporate trustee to act and help as a current or successor trustee to their estate plan and/or asset protection plan. Join Jeffrey to more thoroughly understand the world of corporate fiduciaries and the compensation element to those fiduciaries and possibly the referring attorney.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Behind the Scenes at SCI – Stewardship, Social Media, Virtual Learning, Freemiums, Tracking, and More!
$25.00We make mistakes – lots of them. But one thing we know for sure is that the only way to be a leader in your industry is to try new things and then share what you’ve learned with your friends. Get down and dirty with Shelley, Mike, and Brett as they share how we do what we do in the big bad world of digital communications.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Shelley Lightfoot, Executive Director, Mike Armstrong, Electronic Presence Director, and Brett Littlewood, Social Media Director
