1-on-1 Coaching for Financial Professionals

Quotes from Socialware-coached Professionals

"I highly reccomend the program to anyone needing to get up to speed." — Josh Self, Penn Mutual

"The coaching you have given me has been essential to my success." — Dave Culler, Guardian Life

Identified 11 prospects in first 4 weeks of program. — Lawrence Rutledge, Guardian Life

Building Your Book of Business Using Social Networking
You know there’s value in using social networks — but how do you integrate it into your busy practice? Socialware 1-on-1 coaching teaches you to find and cultivate prospects and increase share-of-wallet with existing clients by using social media intelligently.

Phase 1: Socialware Onboarding
To utilize social for business, you need to first make sure you are socially compliant. Socialware guides you through the set-up process to ensure compliant social media use.

Phase 2: Profile Optimization
A LinkedIn profile is not an online resume — it's a summary of your expertise and the foundation for new business relationships. This course includes a 13-point profile analysis to help you stand out in a crowded marketplace and accelerate your network’s growth.

Phases 3-6: LinkedIn 101
This multi-week course teaches you to incorporate Social Business activities into your daily routines. In it, you will:

•  Align your social media use with your business goals.
•  Expand your networks — typically by 50% in two months.
•  Identify key prospects and money-in-motion events — an average of four new prospects per user in two months.
•  Build thought leadership & brand value.

I'd like to learn more about 1-on-1 coaching!