Use the New LinkedIn: Attract Affluent Clients Who Pay Recurring Fees Year-Round 1 Credit 1 Credit
Learning mode
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:
| 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. 23-MDSWP) | 1 PDC | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649527) | 1 RCH | Approved |
| Communications and Marketing for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| 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. 23-MDSWP) | 1 PDC | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649527) | 1 RCH | Approved |
| Communications and Marketing for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| 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 |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.
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.
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.
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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.
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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.
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.
PA
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.
JA
I had never thought Linked -in could be effective for my business. Once explained, I cane see the possibilities.
May 12, 09:30 AM ET
May 12, 10:00 AM ET
May 12, 10:00 AM ET
May 12, 10:00 AM ET
May 12, 11:00 AM ET
May 12, 11:30 AM ET
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