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

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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.

Recommended For

  • This CPE course is recommended for CPAs, CMAs, and Other Accounting and Tax Practitioners interested in learning about the hidden aspects of LinkedIn and use it to attract new clients.

Who Should Attend?

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

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Communications & Marketing for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Anthony Simonie

Account Executive, Client Elevator LLC

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.

About Company

Client Elevator LLC

clientelevator.com

Client Elevator provides unique, battle-tested marketing and sales solutions that increase performance and profit, to Accountants, EA's CPAs and Bookkeepers. 

About Presenter

Donald Stojack

Chief Business Strategist, Client Elevator LLC

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.

About Company

Client Elevator LLC

clientelevator.com

Client Elevator provides unique, battle-tested marketing and sales solutions that increase performance and profit, to Accountants, EA's CPAs and Bookkeepers. 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

75 Ratings

Excellent

41

Very Good

26

Average

7

Poor

1

Terrible

0

PA

Pamela Atuheire, CPA (CA)

Dec 28th, 2021

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.

TY

Teresa Young

Oct 12th, 2021

The tips and advice are extremely useful and I plan to optimize my LinikedIn profile with these recommendations!

VW

Valerie Williams, AFSP, CPA (US)

Sep 15th, 2021

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

HN

Hari Narayan, CPA (US)

Sep 14th, 2021

myCPE is great

JF

Jared Frawley, CPA (US)

Oct 12th, 2021

Good

New LinkedIn live CPE course

FREE

1 Credit

Subject Area

Communications & Marketing

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