Today’s prospects are well informed, more educated and highly skeptical. Transactional business is on the downward slide and clients are looking for relationships and connections.
In this presentation Laura shares what it takes to acquire new clients thru social selling. She provides a roadmap that shows you how to create all the right connections, break the ice, build rapport in an authentic and sincere manner, take the conversation offline and convert prospects into clients.
This enlightening presentation provides Financial Advisors an actionable approach for getting in front of today’s prospects.
What does someone find when they Google you?
In today’s world if you’re not online you’re not relevant! In this presentation Laura explains the importance of being a social advisor and provides a roadmap to build the brand called you.
This inspiring presentation is ideal for new and senior Financial Advisors, managers and leaders as it enables them to understand the importance of social media as Laura shares best practices of building and communicating your online brand.
The result – be the only one clients think of and the only one prospects want to work with.
Is your pipeline full?
If you want to become a social selling rock star you’ve got to know how to find all the right leads in all the right places. In the days before LinkedIn you had to be lucky or charming. Now, you just have to be smart about it.
In this presentation Laura reveals clever, often unknown ways, to locate your best leads on LinkedIn and from there create warm lead lists and custom pipelines.
This game changing presentation is for new Financial Advisors who are building their book and any Financial Advisor looking to acquire new clients.
The result – increase your leads and sales pipeline, acquire new clients and increase your book of business.
Discover money-in-motion, C-suite executives, business owners, COIs and more thru LinkedIn’s often overlooked Advanced Search feature.
Laura provides a live demonstration that incorporates all the possible techniques for finding your ideal prospects and then shows you how to save your searches so that LinkedIn will automatically notify you when new prospects meet your criteria.
The result – Find ideal prospects from geographic location to industry to niche market instantly!
In a world dominated by celebrity brands, it’s essential for senior executives to build and communicate their personal brands to expand both individual and corporate success.
In this presentation, Laura explains how executives can make their mark on the organizations they lead. In addition, she demonstrates how to leverage LinkedIn for targeted recruiting efforts.
The result – Leaders who align their values with their organization recruit the best talent and in turn attract the ideal clients.
Social media enables Financial Advisors to create ongoing interaction with clients and prospects to deepen relationships with just the right amount of online engagement.
In this presentation Laura explains the different uses for Facebook, LinkedIn and Twitter and the specific benefits of each.
Even though Financial Advisors are restricted with regard to what they can and cannot do within each of these platforms, there are still strategies for connecting to clients and prospects on a more personal level.
