myCPE

How to Get Amazing Clients Using an Automated LinkedIn Strategy 1 Credit 1 Credit

Apr 07, 2025, 04:00 PM ET

How to Get Amazing Clients Using an Automated LinkedIn Strategy 1 Credit 1 Credit

  • Rating

    4

  • Published on

    April, 2025

  • Subject Area

    Communications and Marketing

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Apr 07, 2025, 04:00 PM ET

Learning Objectives

  • Leverage LinkedIn's search capabilities to identify and connect with ideal clients.
  • Implement an automated nurture sequence that converts connections into high-value relationships.
  • Discuss LinkedIn Sales Navigator effectively for targeted outreach.
  • Utilize AI tools for LinkedIn engagement while maintaining authenticity.
  • Develop a structured process to transition from LinkedIn connections to client conversations.

Course Overview

Are you ready to transform your client acquisition approach?  What if you could consistently attract high-quality advisory clients without spending hours on LinkedIn?

This CPE Course will provide accountants with practical, actionable steps to leverage LinkedIn’s powerful search and automation capabilities, enabling them to attract high-value clients consistently. You’ll discover how to optimize your profile for credibility, use Sales Navigator for targeted outreach, and implement an automated nurture sequence to turn LinkedIn connections into paying clients. We’ll also cover how AI tools can enhance engagement while keeping your interactions authentic and personalized.

Major Topics: 

  • LinkedIn Search Strategies
  • Optimizing LinkedIn Profiles
  • Sales Navigator Techniques
  • Automated Client Nurturing
  • AI for LinkedIn Engagement

Stop wasting time on ineffective client acquisition methods. Join Shane Lukas for a powerful CPE Course. He’ll reveal his proven LinkedIn system for attracting premium advisory clients—perfect for busy accounting practice owners who want better-quality clients without spending hours on social media.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Communication for CPA in Canada 1 CPD Eligible
Business Acumen for SHRM Professionals (Approval No. 26-YWYKS) (Valid upto : Dec 31, 2026) 1 PDC Approved
HR Business for Human Resource Certification Institute (HRCI) (Approval No. 700966) (Valid upto : Nov 30, 2025) 1 RCH Approved
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Communication for CPA in Canada 1 CPD Eligible
Business Acumen for SHRM Professionals (Approval No. 26-YWYKS) (Valid upto : Dec 31, 2026) 1 PDC Approved
HR Business for Human Resource Certification Institute (HRCI) (Approval No. 700966) (Valid upto : Nov 30, 2025) 1 RCH Approved
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

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.

Elevate your HR expertise with MYCPE ONE’s SHRM-certified courses, specially designed for SHRM professionals aiming to earn SHRM PDC Credits. Our courses provide essential continuing education in a user-friendly online format, making your certification journey seamless. Developed by industry experts, these courses deliver practical skills and valuable knowledge you can apply immediately. Take your professional standing in the HR field to new heights today with MYCPE ONE’s top-notch SHRM PDC courses!

About Instructor

Shane Lukas

Shane Lukas

, AVN - Inspiring Accountants

  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating

Shane Lukas…

  • has worked with accounting business owners for over 25 years.
  • owns and runs AVN Inspiring Accountants, a membership organisation for accountants around the world who are passionate about growing their firms and delivering added value. 
  • is an International Coach, enriching the lives of those accountants, their teams and their clients, by teaching them how to deliver advisory solutions.
  • is an energising and inspiring speaker; his TEDx Talk has had over 100,000 views and climbing.  
  • has authored many international best-selling books for business owners and accountants. These include the two best-selling books for accountants:

Putting Excellence Into (your) Practice: A Proven Roadmap To A Profitable, Sustainable and Value Driven Accountancy Business.

and

What’s Next For Accountants: How to make the biggest threat facing the profession your biggest opportunity.

Shane’s core beliefs include…

Accountancy is a noble profession that can make a profound difference to its clients and deserves to be well rewarded.

AND

It’s not really success if it comes at the expense of family, friends and health!

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.

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  • 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.

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    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.

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