LinkedIn For RIAs, Ninja-Style

LinkedIn For RIAs, Ninja-Style
Crystal Thies07/25/14 4 PM ESTProgram Id: 980827865


Social media isn't a fad; it's not going away.

Studies prove affluent people are using social media to make financial decisions that result in changing their investments and financial advisory relationships.
LinkedIn, with the most wealthy and influential demographic in all of social media, allows you to leverage your existing relationships for strategic introductions and visibility to your target market.
This webinar will teach you how to practically and strategically use LinkedIn to grow your investment advisory and financial planning practice.

At this session, you will learn:
  • Why LinkedIn?
  • Differentiating yourself as a wealth advisor from the “average” financial advisor
  • Building your LinkedIn network for referrals
  • How to find perfect prospects an introduction away
  • Social engineering to meet your prospects
  • Adding value and staying front of mind
As the founder and CEO of Crystal Clear Buzz, LLC, Crystal is known as the LinkedIn® Ninja. Her company is focused on helping companies and individuals utilize social media for sales and business development – particularly LinkedIn. Crystal Clear Buzz provides training, custom strategy development, consulting and other services related to maximizing the use of LinkedIn® to find clients and grow revenue. Crystal’s social media training for financial practitioners is going to be offered through A4A, and this webinar is the first of many planned with Crystal.


This session is eligible for live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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5.0

Excellent useful advice for digital marketing.

Will follow up with A4A and Crystal. Thank you for bringing this to our attention.

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(Updated: July 24, 2014)
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5.0

excellent

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5.0

Great presentation. Crystal had good energy and knows her material.

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