myCPE
myCPE

Use the New LinkedIn: Attract Affluent Clients Who Pay Recurring Fees Year-Round 1 Credit

Jan 16, 2024, 10:30 AM ET

Use the New LinkedIn: Attract Affluent Clients Who Pay Recurring Fees Year-Round 1 Credit

  • Rating

    4.4
  • Published on

    December, 1969
  • Subject Area

    Communications and Marketing

Learning mode

Live Webinar
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Jan 16, 2024, 10:30 AM ET

Learning Objective

  • To define how to locate, connect with, and convert more affluent prospects on LinkedIn.
  • To identify the three key elements of a winning profile - authority, credibility, and trust.
  • To define the simple process Client Elevator uses to get pre-sold prospects to book appointments, without paying a dime in advertising and without being pushy or spamming.
  • To recognize what some of the most successful accounting firms are doing to leverage LinkedIn to fill 80% of their pipeline with higher-paying, easier-to-work with clients that genuinely value their expertise and don’t have to be chased down for payment.
  • To identify the ONE thing, that if uncovered, will increase your engagement close rate by 20% to 30% or more.
  • To identify how to use this same process to attract referral partners already looking for you and are ready to send you more high-value clients.
  • To determine why you should STOP “selling” immediately and instead follow Client Elevator’s proprietary Un-Sell framework to convert more prospects into clients who are happy to pay higher, recurring fees year-round. 

Course Overview

LinkedIn is chock-full of business owners and high-income earners looking for sound solutions and trusted advisors. In this CPE webinar, attendees will learn how to successfully navigate the recent changes on LinkedIn that have crippled the average user.

Attendees of this online CPE course will also discover how to combine LinkedIn with a simple conversational framework to generate three to five (or more) pre-qualified, pre-sold appointments every week with clients more affluent without paid advertising, complicated sales funnels, uncomfortable high-pressure sales tactics. 

Anthony Simonie, co-founder of Client Elevator, and Donald Stojack, Chief Business Strategist, will go deep into the 5 Pillar Process that transforms a LinkedIn profile into a consistent and predictable appointment-generating machine. 

This webinar is intended for small, medium, and large firms, as well as other small to medium-sized business owners (Not for CPAs working in a corporate environment, unless they are responsible for bringing in new business)

Key Topics Included: 

  • What everyone else is telling you to do
  • The REAL Problem
  • Why LinkedIn?
  • Some Key insights for a successful LinkedIn strategy
  • What you need to win 

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Anthony Simone - Top-rated speaker on Communications & Marketing
Anthony Simonie

Account Executive, Client Elevator LLC

  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating
After building multiple seven-figure online and offline businesses from scratch, Anthony turned his attention to helping other small and medium-sized companies scale profits by leveraging his unique no BS approach to marketing and sales. 

You’ll often hear him say that “Results are all that matter.” 

For more than 14 years, his passion has helped businesses and professional service providers grow sales and profits by effectively leveraging unique marketing and sales strategies, both online and offline.

Anthony has what some call a "gift" to find new and hidden profit opportunities and deploy systems and processes that predictably attract, convert, and retain high-quality clients and customers. 

Anthony has worked alongside some of the most brilliant business minds on the planet and brings a wealth of knowledge and experience to his clients. 

He’s successfully built three brick-and-mortar service-based businesses, co-founded four successful online consulting and training companies (serving more than 10,000 clients).

He's become a highly sought-after business strategist that is known for getting things done. 

Anthony is married with two children through adoption and resides in Austin, TX.

Donald Stojack
Donald Stojack

Chief Business Strategist, Client Elevator LLC

  • 0

With over 40 years of business experience in the trenches, Donald brings an extensive repository of knowledge he has tapped as a successful strategist and consultant. In 2008, Donald was selected to be on the elite team of Chet Holmes International. He stayed with Chet to forge a business relationship with Tony Robbins to create the successful Business Mastery Seminar model and Business Breakthroughs International. Those connections and relationships also lead Donald to work alongside master business minds – Jay Abraham, Scott Hallman, Eben Pagan, and many others.

For the past six years, Donald has been on the team of Go Meta Media, an Eben Pagan company – serving thousands of entrepreneurs in the digital information and coaching industries. Donald is also a Chief Business Strategist at Client Elevator and The Virtual Profit Plan group - a team of online business experts that helps companies develop traction with their online presence (VirtualProfitPlan.com).

A father of six, Donald lives in the Seattle, Washington area and enjoys spending time kayaking on the many inland waterways and walking the many forested trails.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

PA

Pamela Atuheire, CPA in Canada

Anthony was eloquent and really gave practical, tried and tested ways to attract and retain clients. I will certainly use the tips learned to apply the same in our firm.

JA

Jacqueline Adams, CRTP

I had never thought Linked -in could be effective for my business. Once explained, I cane see the possibilities.

Recommended Courses

QuickBooks Online Payroll Tax: Simplified and Efficient

Dec 12, 09:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Social Media Issues in the Workplace

Dec 12, 10:00 AM ET

  • CPA (US)
  • HRCI
  • SHRM
  • IA LPA
  • ME LPA
  • DE LPA
Surviving a Payroll Audit

Dec 12, 10:00 AM ET

  • CRMA
  • CPA/CFF
  • CFE
  • CGAP
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • HRCI
  • IAP
  • QIAL
  • SHRM
  • IA LPA
  • ME LPA
  • DE LPA
  • CICA
  • CCS
Tax Compliance and Principles of a Shadow Payroll

Dec 12, 11:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Employment Law Issues Professionals Need to Know - 2024 Update

Dec 12, 12:30 PM ET

  • CPA (US)
  • HRCI
  • SHRM
  • IA LPA
  • ME LPA
  • DE LPA
The PEACE Interviewing Method for Workplace Investigation

Dec 12, 01:30 PM ET

  • CRMA
  • CPA/CFF
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • HRCI
  • IAP
  • QIAL
  • SHRM
  • MAFF
  • IA LPA
  • ME LPA
  • DE LPA
  • CICA
  • CCS
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Reiland purchased a subscription.
Subscribed
Akilah purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Juan purchased a subscription.
Subscribed
Christophe purchased a subscription.
Subscribed
EDWARD purchased a subscription.
Subscribed
Frank purchased a subscription.
Subscribed
Tim purchased a subscription.
Subscribed
Ilaina purchased a subscription.
Subscribed
Doug purchased a subscription.
Subscribed
Noe purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
Fred purchased a subscription.
Subscribed
Justin purchased a subscription.
Subscribed
Marijane purchased a subscription.
Subscribed
LuAnn purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Julie purchased a subscription.
Subscribed
Cathryn purchased a subscription.
Subscribed
Greta purchased a subscription.
Subscribed
jonathan purchased a subscription.
Subscribed
Essayas purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Lauren purchased a subscription.
Subscribed
Koji purchased a subscription.
Subscribed
Angela purchased a subscription.
Subscribed
ERNEST purchased a subscription.
Subscribed
YUN QING purchased a subscription.
Subscribed
Deborah Loren purchased a subscription.
Subscribed
Brandon purchased a subscription.
Subscribed
Andrew purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Anthony purchased a subscription.
Subscribed
Bruce purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
ATHANASIOS purchased a subscription.
Subscribed
Douglas purchased a subscription.
Subscribed
Hardik purchased a subscription.
Subscribed
Teresa purchased a subscription.
Subscribed
Jane purchased a subscription.
Subscribed
Elliott purchased a subscription.
Subscribed
Gianina purchased a subscription.
Subscribed
JOSEPH purchased a subscription.
Subscribed
Evelyn purchased a subscription.
Subscribed
Krishna Kumar purchased a subscription.
Subscribed
Shoshannah purchased a subscription.
Subscribed
Aycan purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Calais purchased a subscription.
Subscribed
Kristen purchased a subscription.
Subscribed
GARY purchased a subscription.
Subscribed
Erica purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
carol purchased a subscription.
Subscribed
Maria purchased a subscription.
Subscribed
Tori purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Taylor purchased a subscription.
Subscribed
Alicia purchased a subscription.
Subscribed
Denise purchased a subscription.
Subscribed
bonnie purchased a subscription.
Subscribed
Leslie purchased a subscription.
Subscribed
Cynthia purchased a subscription.
Subscribed
Ke purchased a subscription.
Subscribed
Benjamin purchased a subscription.
Subscribed
Eva Maria purchased a subscription.
Subscribed
Derrick purchased a subscription.
Subscribed
MARILYN L purchased a subscription.
Subscribed
Bruce purchased a subscription.
Subscribed
Clark purchased a subscription.
Subscribed
Amy purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Rajashri purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Viktoriia purchased a subscription.
Subscribed
Lea purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Betsy purchased a subscription.
Subscribed
Charles S Lowrey purchased a subscription.
Subscribed
Maria purchased a subscription.
Subscribed
Nancy purchased a subscription.
Subscribed
Danny purchased a subscription.
Subscribed
Roberta purchased a subscription.
Subscribed
Jeri purchased a subscription.
Subscribed
Sebastian purchased a subscription.
Subscribed
Greg German purchased a subscription.
Subscribed
Ann purchased a subscription.
Subscribed
Lorrie purchased a subscription.
Subscribed
Shyamashree purchased a subscription.
Subscribed
Katie purchased a subscription.
Subscribed
Karla purchased a subscription.
Subscribed
Leena purchased a subscription.
Subscribed
Jamy purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
kimberly purchased a subscription.
Subscribed
Mirel purchased a subscription.
Subscribed
Kellie purchased a subscription.
Subscribed
Krishnaveni purchased a subscription.