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

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

Learning Objectives

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 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)

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

Webinar Qualifies For

1 CPE Credit of Communications and Marketing for Certified Public Accountants (CPA-US)
1 General Credit of Communications and Marketing for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Communication for CPA in Canada
1 CPE Credit of Communications and Marketing for Certified Fraud Examiner (CFE)
1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 23-MDSWP)
1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649527)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CPE Credit of Communications and Marketing for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

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 Instructor

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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.

Ratings and Review

4.2

Excellent

Very Good

Average

Poor

Terrible

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.

Jacqueline Adams, CRTP

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

Teresa Young, Financial Controller

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

Valerie Williams, AFSP, CPA (US)

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

Linda Trafford, CPA in Canada

Very informative. I plan to implement immediately.

1 Credit

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Subject Area

Communications and Marketing

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

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Anthony Simonie

About Instructor

Donald Stojack

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.2

Pamela Atuheire, CPA in Canada

Jacqueline Adams, CRTP

Teresa Young, Financial Controller

Valerie Williams, AFSP, CPA (US)

Linda Trafford, CPA in Canada

Subject Area

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