Course Overview

Description: This course, based on a live workshop presented by XYPN Marketing Coach Carolyn Dalle-Molle, is designed to help you improve your social media strategy though clear steps and action items. 

Learning Objectives/Outcomes: After taking this course, you’ll be able to: 

  1. Determine whether social media marketing is right for you
  2. Set a clear social media marketing strategy
  3. Decide which social media platforms may be right for you and list the benefits of each
  4. Execute an efficient and effective social media process 
  5. Evaluate your social media ROI


Intended Audience: 1) Advisors who are considering marketing via social media and 2) advisors who may already be marketing via social media but who want to improve their process and results