Product Description
In What Financial Planners Need to Know About Social Networking, Reed Seminars examines how Twitter, Facebook, LinkedIn and other sites can be used as valuable tools to connect with and/or land new clients. Take the 60 minutes to view this Instant Impact seminar to get an overall understanding of the topic, be ready to handle current and prospective client questions regarding your availability on such sites, and take proactive steps to embrace these new technologies that more than 80 percent of financial planners are already using. Even the most technology-phobic financial planners are now using certain aspects of social networking web sites to improve their client relations, get more referrals from existing clients and help connect with new potential clients.

Upon ordering, Reed Seminars will send you a CD with the seminar on it for viewing on your computer or mobile media device (iPod/iPhone, Blackberry). The CD will include the PowerPoint presentation, audio narration and jpeg images of the slides (for watching on your mobile media device).

The seminar focuses on:

-Everything a financial planner needs to know in 60 minutes about social networking web sites and how it can help them connect with existing clients, get more referrals, and land new clients

-Analyzing the current opportunities and best strategies for financial planners on LinkedIn, Twitter, Facebook and other leading social networking sites

-Answers to the 10 questions being asked the most by financial planners with respect to how social networking can really benefit them

-Understanding what financial planners can and can not do when participating on social networking sites

-Case studies of other financial planners that have had success and failures with social networking web sites and important lessons learned

Praise for Reed Seminars:

Well organized, well articulated, and easy to follow. The Reed Seminar I attended was the best virtual learning experience I’ve had in quite some time. Brian K. Moore, HR Communications, Humana

…get leading intelligence without ever leaving your office. Alex Wilmerding, Vice President, Citigroup

Thorough, informative and interesting…an efficient, effective means of gaining in depth insight into topics that affect every executive’s business decision-making. - Greg Nowak, Partner, Pepper Hamilton