ONLINE TRAINING

Please make sure you have your pen and notebook ready.

LIFE WAS ALWAYS
MEANT TO BE
A TEAM SPORT

HOW IT ALL WORKS

  • Why do we communicate with our clients?
  • How do we achieve that online?
  • What's the next step?

STREAMLINE ONLINE

  • Use one browser - Chrome
  • Create menu bookmarks for your website, LinkedIn and Mailchimp
  • Have a strategy in place

WEBSITE ORIENTATION

  • Using your website when with a client
  • Key elements for a Financial Adviser website
  • Finding previous blogs
  • Reviewing testimonials
  • Testing your form

 

MAILCHIMP ORIENTATION

  • Logging in - login.mailchimp.com
  • Quick jump links for the folder
  • Lists - how to add clients, edit clients and create groups
  • Campaigns and reports that matter
  • Resending a campaign to unopens
  • Savvy segmentation
  • Campaigns on the fly

LINKEDIN STRATEGY

  • Checking your profile
  • Update your headline
  • Easy-to-find contact details
  • The Three-minute LinkedIn Strategy
  • Building your network
  • Creating replies
  • Recommendations
  • Finding your activity

LINKEDIN HEADLINES

  • Managing your future bank balance
  • Helping you sail in stormy economic seas
  • Helping you finance your family
  • When family comes first, and finances come second
  • Managing your money, so that you can manage your life
  • Managing your life, so that money doesn't matter as much
  • Architect of Financial Plans
  • Helping you build the life you want
  • Helping you change your relationship with your finances

LINKEDIN IMAGES

CONTENT TIP: Saving is like brushing your teeth – it’s the everyday habit that makes it effective, not a once-off effort before visiting your financial planner.

HOP ONLINE

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PASSWORD: BureauxAttic