Learn how to unlock the potential of digital and social media.
Join this masterclass to unlock the potential of digital and social media for your firm. We will explore how to tailor your Revenue Architecture™ to create an effective digital and social media footprint that helps build awareness, engage new clients, and deepen existing relationships.Gain actionable insights on how to:- Precisely identify and attract your ideal clients through advanced, AI-powered persona development.
- Craft compelling messaging that cuts through the noise across diverse digital channels.
- Leverage a right-sized, multi-channel digital ecosystem using LinkedIn, targeted professional platforms, video content, and niche communities, alongside your optimized website and blog.
- Implement AI tools for content creation, audience analysis, workflow automation, and enhanced client service to amplify your reach and efficiency.
Learning Objectives
- You will be able to review the ways professionals are using social media and digital marketing to build credibility and acquire new clients.
- You will be able to explain the guidance issued by FINRA.
- You will be able to identify strategies to target ideal clients.
- You will be able to discuss how to establish the systems you can put in place to execute a model week.
Agenda
The Digital Landscape:- Understanding Today’s Client Journey and the Imperative for a Robust Online Presence and Considerations in Navigating Regulatory Considerations, Including the Impact of AI.
- A Systematic Methodology to Integrate Strategy, Platform, and Programs for More Predictable Revenue Growth.
- Identifying Ideal Client Personas, Crafting Compelling Messaging, and Optimizing Channel Selection With AI Insights.
- Establishing a Strong Brand and Digital Presence, Integrating Intelligent Technology Stacks (CRM, Marketing Automation, CDP), and Optimizing Operational Model Efficiency.
- Fueling Engagement With Diverse Content Formats, Mastering Strategic Channel Engagement (Linkedin, X, Email, PR, Reviews), and Enhancing Sales and Service With AI.
- Practical Steps to Implement These Strategies Immediately in Your Practice.
Speaker(s)
John C. Stone, IIIRevenue Architects, LLC
- Founder and President of Revenue Architects, LLC, a leading revenue growth methodology and services firm. We partner with growth oriented businesses that offer complex, high-value products and services requiring sophisticated, integrated growth strategies.
- Deliver training workshops, strategic consulting, and agency services to a diverse clientele, including financial advisors, investment management firms, legal practices, accounting firms, and other business-to-business organizations.
- Conducts regular seminars and workshops on cutting-edge topics such as AI in marketing and sales, advanced digital and social media marketing strategies, revenue growth optimization, and modern business development.
- A thought leader, he created the Revenue Architecture™ methodology and has authored numerous articles on marketing and sales for financial advisors and business professionals.
- Holds a Bachelor’s degree from the University of Vermont and advanced executive education certificates from Harvard Business School and The Wharton School.
