Leveraging LinkedIn for Prospecting CPE Course

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Why aren't you using LinkedIn?

3 mins
Who is your ideal client?

6 mins
Emotional connection

14 mins
Grow your networks

22 mins
Move the conversation offline

28 mins

Course Description

You may not have realized it when you started in accounting but you can’t focus on only accounting if you want to grow your firm. You have to put on your “sales” hat to grow your business.

But how do you start?

Even more, how can you add social selling as a new way of reaching clients?

This CPE course looks at one of the most powerful tools available to you and it’s free!

If you are on LinkedIn and you haven’t used it to gain clients, you will learn new ways to change the way you are using LinkedIn and how to prospect with this powerful tool.

LinkedIn is a gold mine of prospect information for sales and outreach. But the platform is so vast, it can be hard to know where to begin. It can also be daunting if you prefer a low-key approach and don’t want to be seen as aggressive or “salesy.”

If you’re hesitant to jump in, remember – LinkedIn is a professional network, and people are there to make connections and create relationships.

Part of creating professional relationships is inbound sales, so users definitely expect – or even want – to be approached. In fact, “50% of B2B buyers use LinkedIn as a source for making purchase decisions.”

Even so, there are dos and don’ts when it comes to prospecting on LinkedIn.

Even though people are anticipating LinkedIn prospecting, you can still annoy them if you don’t do it right – and annoyed prospects are not viable prospects.

Learning Objectives

To define 4 characteristics of your ideal client to search on LinkedIn.
To discuss how to craft an enticing headline to attract your ideal client.
To apply 3 advanced search filters for greater results.
To compose a connection strategy for ideal clients.
To establish credibility using groups.

Recommended For

This Online CPE webinar is recommended for CPAs, CMAs, CEOs, CFOs, Business Owners, Business Managers, Entrepreneurs, and Other Individuals who are actively trying to gain new clients and are interested in utilizing LinkedIn as a prospecting tool for their firm.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Accounts Payable Manager
Certified Public Accountant (CPA)
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial CPA
Senior Accountant
Staff of Accounting Firm
Young CPA

Course Qualification

Webinar Qualifies For

1 CPE Credit of Communications & Marketing for Certified Public Accountants (CPA-US)
1 CPE Credit for Certified Government Financial Manager (CGFM)
1 CPD Credit of Communication for Chartered Professional Accountant (CPA Canada)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit for Accountant/Bookeeper
1 CPD Credit for CA - ICAEW
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for CPA - Ireland
1 CPD Credit for Chartered Certified Accountants (ACCA)
1 CPE Credit of Communications & Marketing for Certified Fraud Examiner (CFE)

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

QAS Self Study
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

Ty Hendrickson, CPA (US)

Consultant, Inovautus Consulting

Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.

About Company

Inovautus Consulting

inovautus.com/

Growing a professional services firm today is about more than just great marketing and effective business development. It includes the right people, too. Inovautus Consulting was founded on the belief that effective marketing strategy and execution combined with acquiring and retaining key talent is the foundation of growing a professional services firm. We work with accounting firms, law firms, financial planning firms, and other service-based businesses that operate in a multi-owner environment. I invite you to learn more about what we do and welcome you to check out our blog and resources section for tools that can help you grow.

Faq

FAQs content

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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.
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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.
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