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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$25.00We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Shelley Lightfoot, Executive Director, and Steve Mancini, Esq.
Click play to watch a short video about ‘Are You Referable?’
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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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Building Impactful Automation | A Real Life Walkthrough of “Result Producing” Automation Practices
$25.00Like you, we don’t suffer from lack of opportunity, but we found out that our business model suffered from lack of good follow up. 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. Myke and Shelley will explain how to use potential client conversion software while remaining profitable and professional. Experience a documented implementation of CRM, Marketing, and Ecommerce campaigns; Dive into ACTIVE Marketing Automation Funnels and learn how the automation affects your business’s results; and Learn Infusionsoft’s Campaign Builder Tool: Lead Generation, Referral, and Customer Onboarding processes.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
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