A Practical, Personal New Prospecting Tool For Advisors Using Content Marketing Launched By slideshare; Email Presentations And Track Who Views Them Hot

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The tracker seem like it is not all that exciting because you can only email one slide show to one recipient at a time. In contrast, if you use an email newsletter app, like Constant Contact, you can track “opens” en masse. You can send 1000 emails and see who opens and where they clicked. So one at a time seems like nothing great.  
 
However, you may find it really convenient to send one presentation at a time. Here's why.
 
Sending out a presentation in an email newsletter blast can be a whole production, especially if you’re new to it or do it irregularly. You need to set up the email to go out and then load a list.
 
However, if you are emailing a slide show to one person at a time, it’s not a whole production. It can be more personal and pinpointed than carpet bombing your contact list.
 
For example, say you create a presentation about the new 3.8% income surtax. Sure, you might blanket email your list and reach 1000 people at once, and you can track engagement and then follow up with people who clicked on the link in your email newsletter to view your presentation. But if you get off the phone with a prospect and want to send him something right at that moment, you can use this new slideshare tracker and it will be easy to see if the prospect looked at your presentation.
 
Sure, you could simply email a link to the presentation to the prospect. But you will not know if the prospect clicked on it. Sending it through the tracker lets you see exactly who clicks on your presentation after you send it to people.
 
If you create a presentation targeted to doctors in Long Island, every time you get a new prospect who is a doctor in Long Island, you can send the presentation via the tracker and then you can track their engagement. While marketing online is often looked at as a game of large numbers, marketing to one prospect at a time is in some ways more valuable and the tracker, which was added for free to slideshare Pro, could motivate you to send your presentations this way because it is easy to use.
 
The new tracker feature comes with slideshare’s “Pro” silver account, which costs $19 and already provides good value for advisors using content marketing.
 
 
Below are screen shots showing you how it works.
 

In your slideshare Pro dashboard, choose a presentation that you want to send and track.

 

 

 

Fill in the email address of then intended recipient and click compose.

 

 

 

 

The email to your recipient will include her name and you can personalize the email with a sentence or two. Just click “Send.”

 

 

 

The tracker in your dashboard shows who viewed your presentation.

 

 

 

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A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

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A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
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  • wants CE aligned with a content marketing system
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MEMBER REVIEWS 
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I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

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Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
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I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

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I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific