Social Savvy AdvisorOct 31, 2017

Key Points

If you still struggle to figure out how to leverage social media in a way that makes sense for your business and clients, or if you're just not sure how to begin, this course will help start you on a productive path to a social strategy that suits your style and fits into your schedule.

Course Summary

Using social media productively and compliantly, and in a way that suits individual personalities and business goals, can be a challenge. To help you build a strong strategy, this course explores different social media:

  1. Storytelling techniques
  2. Client acquisition, management, and engagement approaches
  3. Compliance risks
  4. Channel-by-channel planning techniques

Learning Objectives

This course is designed to teach you to be able to:

  • Use social media effectively to tell an impactful story to clients and prospects.
  • Develop social media strategies that can lead to referrals, deepen understanding of prospects and clients, and establish subject matter expertise.
  • Recognize what legally compliant content and actions are available on social media.
  • Analyze both worthwhile and ineffective uses of social media for understanding client concerns, demonstrating trustworthiness, and building a positive digital impression.
  • Select an effective action plan for social outreach that suits individual circumstances.

Accreditation

This course has been accredited for 1.0 CPD hours by the Financial Planning Association of Australia.

Franklin Templeton Academy Online

Ready to start? Click below to visit Franklin Templeton Academy Online to register, sign in, and access this and our full catalogue of training worth taking.

Let's Get Started