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

  • CPA (CA)
  • CMA
  • CPA (US)
New LinkedIn live CPE course

1 Credit


Subject Area

Communications & Marketing

Webinar Qualifies For

1 CPE credit of Communication and Marketing for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

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)

Learning Objectives

  • To define how to locate, connect with, and convert more affluent prospects on LinkedIn.
  • To identify the three key elements on 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.

Who Should Attend?

  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Tax Practitioners
  • Young CPA


    [average] => 4.4694
    [no_of_record] => 49




The only downside is they promised a download if I sent a text message but I never got it


myCPE is great