Join us at our upcoming Lorman Education Services live webinar Using Digital and Social Media to Acquire and Expand Client Relationships on May 7 at 1 pm ET.

This educational webinar is tailored for financial advisors and professionals who would like to navigate the role of social media and digital marketing to grow your professional practice.

Gain an understanding of how to stay compliant with FINRA while using social media to obtain new clientele.

I will describe how to establish your personal brand and engage clients using social media and digital tools in a regulatory environment. We will explore how to tailor your Revenue Architecture™ to create an effective digital and social media presence to build awareness and engage clients. You will learn how to identify ideal clients, build targeted messaging and select digital channels. Learn how to establish your digital presence and use technology and tools. We will explore marketing strategies and FINRA compliance guidance when using channels like LinkedIn®, Facebook® and Twitter® and your Blog. Consider ways to right size your digital and social media marketing to build awareness, engage new clients and deepen existing relationships.

  • Review ways professionals use social media and digital marketing to build credibility and acquire new clients
  • Explain the guidance issued by FINRA
  • Identify strategies to target ideal clients
  • Establish the systems you can put in place to execute a model week.