In Episode 71 of the Influence Factory, I had the opporunity to sit down with my close friend and business partner, Ben Zoldan co-founder and CEO of Storyleaders.I welcome you to a discussion with us about “All-In” culture and what it means to see opportunity in fear, and more importantly what impact does it have in your organization, people and even our world.

 

 

The first area we focus on here is the idea of being present. If you are constantly looking towards the next thing, you are not allowing yourself to live in the experience of now. Constantly looking for the next thing trains your brain to do this even when you don’t intentionally mean to. This can, over time, hinder relationships in the sense of work as well as family.

 

When you grow up learning certain defense mechanisms, they become ingrained in your behavior for the rest of your life. It is up to you to unlearn these techniques to make room for growth. An interaction I had changed the way I looked at fear and how it affected my professional growth.

 

 

“Your problem is that you see fear as the enemy. When fear comes up, you need to see that as an opportunity, embrace it full-on, and go at it– whatever that fear maybe.” By doing this, you are opening the door to opportunities you would have never dreamed of. Nothing is out of your reach when you realize this. Ben points out that we are not fearless by nature; the closest we come to being fearless is when we effectively learn how to manage our fear and turn it into opportunity. At that point, we can cross the boundaries of fearlessness.

 

 

Ben goes on to discuss questions that were sparked within him when he went up to a man to thank him for his work, and he replies with, “Hey man I’m just doing my part.” It makes you wonder why some people are all-in, and others are not. A successful operation is made when all members are in for the good of the project rather than the material, monetary, and selfish reasons. The root of the problem comes from, in Ben’s eyes, “Corporate environments we set up that are operating from a playbook that fails to celebrate the most intrinsic things that govern our souls. This includes being stimulated, being a part of something greater, or working for something truly important to them. People don’t go “All-In” because of the out of date paradigms corporations have set up.”

 

 

For Ben, it was starting Storyleaders and diving into something that he was completely invested in. His passion, his drive, and his motives were “All-In” when it came to this project. He stated that maybe even if he wasn't the absolute best at it, it was about overcoming the fear and putting yourself in a position where you are truly passionate about the job you are doing.

 

When you can effectively communicate your story to your team and open the door to a vulnerable state, it creates a sense of community, understanding, and most importantly, humanization. With an open atmosphere, there is a greater potential for the team to have accountability and drive, due to viewing each other more as fellow humans with the same goals, rather than just coworkers.

 

 

“By and large, I felt like I knew what I was getting into. I couldn’t have been more wrong…This is an experience that has forever changed how I view the world” – Barry Sowerwine, SVP Enterprise Sales, Tableau

 

 

Ben discusses the idea that the reason people act the way they do is because of the broken systems we are designing. If the office culture had always been “All-In” then we wouldn't have to go back and fix it. The thing that gives people purpose and meaning is a connection. You have to find connections with others to truly feel attached to the work.

 

One of our core human interests is to contribute. We are here to work together to create something greater. Ben mentions that what gives us the ability to work together in large numbers is the ability to empathize and have each other's backs. This does not necessarily make us unique, for wild animals also do this. What does make us unique, however, is that we can pick things up and imagine things that do not yet exist. Businesses fail to recognize, in most cases, that this is what makes us so inimitable. They do not foster creativity and fail to remember what it is like to be human.

 

 

On a sports team, there is a sense of looking out for one another. The defense must work with the offense to reach its goal. This is the mentality that should be carried into the office. To listen to this episode with @BenZoldan go to: https://app.socialjack.com/resource-items/ep-71-ben-zoldan-going-all-in-influence-factory/

 

 


With all the hype of the newest features on LinkedIn — video, active status and other cool new features – that were released in the last few weeks, an old popular feature, one that was taken away with the last major release, now returns!

At the Social Jack™ Academy, we had a cool feature called “Network Diving;” this is the simple process of searching your connections’ networks. Well, this feature is now back, and better than ever because now it incorporates the new filtered search system.

We’ll illustrate how it works with an example: let’s say you are going to have a meeting with one of your connections and are going for named referrals, and you would like to have the option to filter ideal connections. With the previous release you would get a list, with no way to search like you used to. Fortunately, now this has changed back to the way it was, where when you click on someone’s connections, it now jumps you to the filtered search like it used to! This is an amazing switch. We caution here that there are a few exceptions, so read on.

You can search within the connections using all the filter options shown below.

The main exceptions here are the following:

1.     If the connection you are “Network Diving” on, i.e. exploring their connections, has their network access turned off, you will not be able to dive unless you have Sales Navigator.

2.     Those of you on Basic (Free) LinkedIn will be able to enjoy only a few selections in the search, then you will be blocked from seeing the rest unless you have Premium LinkedIn. But in my mind, this feature alone is the worth the price!

We are showing this account version chart provided from our friends at Integrated Alliances, thanks Mike O’Neil!

We hope you love this new feature and if you want to learn more of what we call “Power Moves”, please connect with us at our Social Jack™ website. If you are reading this before September 5th, then jump into our next Social Selling class at: http://socialjack.com/linkedin-complete-social-selling-course/ – this is our complete course with On Demand classes, Instructor-Led Coaching Sessions. You will learn more cool fun things like in this article.

Please let us know how this ‘old new’ feature works for you.

We will see you online Network Diving!


Sorry if it sounds like I am geeking out here, but read on!

Most of you know we handle a ton of conferences and provide Influencer Marketing services. When asked by INFORMS to participate in their conference, it reactivated my technical network, meaning that connections from my roots were brought forward. I have been in the financial arena since the early 80’s and I’ve been in or around analytics for most of my career; I’ve been a huge fan of sports all my life. So when I looked at the INFORMS conference and saw this network coming together I was tremendously excited.

Those of you that know me, you know I am all about the network. When you look at the speakers and topics it’s almost hard for me to pick a track. So we are splitting up and coming together on the LinkedIn Group afterwards to compare notes! Then you have the companies connected to the speakers, STATS – the best live sports data provider I know, can’t wait to meet Patrick Lucey, Ph. D., Director of Data Sciences. I will have a follow up interview blog after the conference. Liz Wanless, Ph. D., from Ball State University will talk about something near and dear to my heart, which is Customer Relationships and Sales Optimization, she will be sharing two revenue enhancement case studies. Russell Walker, Ph. D., from Northwestern will be talking Big Data related to Sports Management; this is changing our world and delivery of stats as we speak. Zach Binkley, Ph. D., Lewis University will be sharing sports performance communication, implementation and innovation; with all the data today, this is a massive undertaking.

From my FINTECH world I can’t wait to hear what Michael Rechenthin, Ph. D, from tastytrade has to say about Data Sciences and Collaboration, this is right in my wheelhouse of content. We also know that Machine Learning and Predictive models are hot and that topic will be covered by Justin Dickerson, Ph.D. – he will dig into Default, Fraud and Scoring which is a big piece of our financial world today. Joe DeCosmo, Chief Analytics Officer from Enova, will address Real Time Analytics. We are in such a “real time, on demand” world, and he will share what is trending and what the future holds.

Take a look the chart below, all speakers have a critical handle on what is hot and going on right now, so that is why it is tough to select a track!

IMPAC 2017 – INFORMS Midwest Practice of Analytics Conference

The only negative? The conference only has 100 seats at the current venue! However, you can get on a waiting list for the next conference and early notification for the next conference.

Registration and Waiting List link: http://connect.informs.org/chicago/meetings/impac2017

If you cannot make this conference please ask me what questions you want answered at the bottom of this post and I will do my best to get them addressed here or in the LinkedIn Groups

Also, check the new INFORMS Chicago Twitter account

To follow activity and update use Hashtag: #IMPAC2017

Location: University of Notre Dame, Chicago Campus – 224 S. Michigan Avenue (2nd Floor), Chicago IL 60604

We also want to acknowledge all sponsors that are supporting this event:

Social Jack and Forward Progress are proud to participate in this great event, we look forward to seeing you at the event or on the related social channels on the journey!


Recently we hosted my good friend Miri Rodriquez from Microsoft at Business Accelerator Webcast sponsored by American Family Insurance — and we learned a lot!

Miri recently shifted roles at Microsoft; from Social Media to Storyteller. Would we even think that this – Storyteller — would ever be a corporate position, and at Microsoft? This digital world really grows in fun and crazy ways! I believe she said Microsoft employs over 1,000 Storytellers.

It might seem easy and cool, but remember she had to switch from Social Media to Storytelling, which meant moving to a much more technical gig. Miri literally has to work with engineers and determine the best way to tell their story.

Let’s share a few simple things we learned from her:

 

1.     They really love to humanize the brand by sharing stories of achievement, and that’s a move I really like. What’s more, they don’t just share the glory, they share all the up’s and downs, keeping it real and totally authentic. Kudos to Microsoft. They talk about Movement, Heroism, Betterment and Destination. If you who know me you also know that I am all about the destination! So remember to keep the story real, make sure to talk about all of it, ranging from your challenges to your wins.

 

 

 

2.     Another key learning for all of us is to stay consistent through personality, tone and purpose; yes, purpose. I like this, we talk about it all the time, but think about sticking to this when at a company the size of Microsoft! When we at @ForwardProgress work on social media accounts, we practice this consistency and integration, and we have a guide for each client on this topic. Microsoft has a platform-based guide that dictates these guidelines and it is the responsibility of the Storyteller to actually read and understand any updates before the next story. Big lesson we can all earn here! Easy, practical and effective.

 

 

 

3.     Remember to build assets and share them on all channels. There are several ways to do this. You can build assets like video on YouTube and connect networks by sharing from one Social Network to another so that you can drive new users to your story. It’s really that easy.

 

4.     Remember to include influencers: just like we are telling a story here about Storytelling and connecting MiriMicrosoftAmerican Family and our brands, you can do the same thing. The goal is to tell your story and include others, don’t go it alone. As you develop your brand, celebrate it with others and allow them to celebrate it too. Remember the other key factor of transparency, notice that Miri has it listed three times above.

 

 

 

Summary with Bonus

To summarize, make sure you know your story; you can even test it with others and get feedback. Then once you have it, “Tell it Well”; it shapes your personal brand and you as a professional. Remember to build some guidelines and content to share, learn and build as you go. Also, remember to tell REAL stories of REAL people and how your company or you helped them achieve their goals. Lastly, don’t go it alone, ask others that care about your mission for help. If you are part of our Social Jack members, use your Social Team, and make sure you put it out there! I will add one thing [it’s the bonus!] as I am going through this myself now: once you land on your story, update your Social Media profiles! Do not forget!

If you would like to see a copy of this broadcast, please see the link below in the Business Accelerator Event Center. You can also get access to hundreds of other articles and previous recordings.

Access to recording:

https://www.dreamfearlessly.com/event/live-webcast-telling-your-brands-story-with-microsofts-miri-rodriguez/

I hope you found this as useful as I did, see you online soon!


Those of you who know me know what my team and I do for a living: we train and coach thousands of people globally on Social Selling through LinkedIn with our Social Jack Academy. We enjoy training enthusiastic professionals from Fortune 500 companies, small businesses and anything in between. What you may not know is that we also teach about Social Selling using FacebookInstagramTwitterSnap Chat and others! We create and share what we call “Power Moves” which generate appointments or referrals — not just activity, and this is key.

Social Selling is not platform-dependent; sure, our friends at LinkedIn made it famous, and we love it in the B2B space, but remember we see your Social Team as people connected to you, not only on LinkedIn. So let’s cover three quick easy power moves, and if you want more we will happily oblige!

  1. Home page scan – or as we love to call it, UNE (Ultimate Network Event).

What does this mean? When you log into any Social Network, we tell you “think of it like you’re at an event” Pretty easy, right? Facebook is a gathering of people who are talking, networking, doing business, sharing personal info, but this is a gathering just the same. When you log in you might see some people you want to talk to and some you don’t; remember, you only need to talk to those you want. If you see a lot of people who annoy you, you chose not to connect to them. You can easily optimize this by either unfriending them (don’t worry, they do not get notified) or quieting them, unfollowing them (you will stay connected, but not their posts), or hiding the post. For me, that’s too much work; I either unfriend or unfollow. And this is just an example, I am not unfollowing my cousin!

Let’s do the Home Page Scan, it’s super easy. Scan your page for an ideal contact, and then simply “Like” or “Comment”; remember, it makes them feel good and counts as a contact with that person. Their network will also see the relationship, so if there are other targets in that network, they will see you, too. Then, if you decide to share with your network, they’ll love you even more. You know this because you know how it makes you feel. The key here is that if you are really working the relationship, then make sure you have the intent to get an appointment after the exchange. We recommend having two social media exchanges and then taking the conversation off-line (call, text, message, etc.). Which takes us to our next cool power move!

2. The Chat Hook – With NEW Facebook AI personal assistant

The ‘chat’ function is on the right side; on Facebook they call it “Messenger”. We like “Chat” because the intent is to be more casual and social, less business-like. The cool thing is that even if the person is not online, they will get notified when they are. What’s more, if they have notifications on their phone turned on, they’ll see it on the phone. You can also use the new messenger AI personal assistant to set reminders for each other; this is a NEW feature to remind people to connect every few days or weeks, for example. Then you both get a reminder to catch up and connect, which has a much more social feel. So remember the ultimate goal is the get the appointment, so jump on it when you have can, keep it casual and social like below.

For more cool power moves like this, remember to head to Social Jack, it’s free at the point of this article, however that will end August 1st, so jump on quick.

Remember if you are new in sales or an expert, there are people on the other side of the click, not bots or icons, these are people, just talk to them and decide when to connect for that meeting, build relationship and jump to the referrals (in our training we show more detail on this). Watch for more blogs on power moves, and of course we have over 200 videos in our Social Jack Resource Center. You can access our Resource Center by signing up for our Basic Social Jack Account, which can be found under the pricing tab on the Social Jack Homepage.

See you online very soon!


As you begin to delve into social selling, know that it grows over time, so it’s not an instant process. In fact, in our training course, we go into 4 hours of building your brand. However, we know people are anxious to get started, and there are some quick steps to move into what we call the “personal branding of you” that we use in our Social Jack Social Selling Course. It’s a perfect framework to get started, and we think you’ll find these suggestions useful!

1.    Know or define your authentic self (your story)

2.    Know your ideal target

3.    Identify relevant keywords

4.    Update all online profiles and websites

5.    Engage in relevant online conversations

Know or Define Your Authentic Self (Your Story)

Knowing your story is critical, and it is perfectly okay to start with a draft and adjust it along the way. Some people wait years to even start; the key is to pick a point and simply begin. Find some trusted allies that will provide feedback and even some subject matter experts to help you as well. People are very willing to help. You might also have some colleagues you work with that might have gone before you. Ask yourself this question: “What do you want to be known for?” Craft a short narrative, typically 300-500 words, this will help you stay on point. Catch yourself, you will want to tack things on as you go, make sure they are relevant. Stay targeted.

Identify Relevant Keywords that will represent you

When writing and building profiles and bios, we look at the story, we analyze the target audience, then we determine which words people would use to find you on the internet, how you want to be found. Sometimes the words are not always what you would choose; however, they are what people would use to find you. We have a whole course you can reference, for free, in our Basic Social Jack Account to go deeper into this topic. Keywords and phrases are typically made up of 1 to 3 words. The ideal profile has 10 keyword phrases, but it is okay to start with 5 if needed to get out of the gate. Once you have them, weave them into your story. We ask you do this after you draft your story so you can flow with your ideas before worrying about keywords.

Know Your Ideal Target

Think about your ideal audience, the people you want to attract and who you ideally want to do business with. This should be at the level of knowing industry, title, type of company, geographic locations, size of organization, years in business, whatever matters most to you. This can be tough for many of us as we sometime want to keep adding to our story; however, the tighter we make this, the better our story will be, and it will take less effort to generate new business or advance your career.

Update All Online Profiles and Websites

First and foremost, even if you do no go into social selling or career advancement, you should do this next step at least once a month for your own protection. First, google your name and any variations. This could look like your name + your company name, etc. When you google your name, you are looking for things that you are NOT aware of and making sure that all social profiles, websites and content are in alignment with your new brand (story). Look over at least the first two pages of your search results. The first things that should appear are any social network accounts, websites and high-traction videos. Once you have these, simply replace your old profiles with your newest profile. You might want to delete any old invalid profiles.

Next, set up Google alerts with your name, brand names, company names, etc. Have Google alert you at the frequency you desire, we recommend daily; this little free tool will alert you when your name shows up on the internet. I do this for my entire family. You will need a Gmail account to set this up, that is also free.

Engage In Relevant Online Conversations

Anywhere online — blogs, video, pod casts, social media sites, online news articles — make sure you get your name and your brand attached to the content that’s most relevant to your story and that fits the keywords you want to be known for. This will take some practice. You can also engage (like, comment, share, retweet, etc.) with the content of others. This will give you reach and visibility into their social network. This can only be good for you. See the 7 likes and 3 comments below; on average, this will reach thousands of views in news feeds as people keep engaging. Keep playing with this and have fun, it’s networking right from your smartphone.

In Summary

Remember you can start this easily now with these first few steps; it only takes a few hours to get out of the gate. If you don’t like where you start, you can make simple adjustments as you grow, just remember your other profiles. Also, remember to do this with others; you are not alone and nor should you be. If you need further resources, check our Free Resource Center at Social Jack. You can access our Free Resource Center by signing up for a Basic Social Jack Account; there are worksheets and classes available currently or contact us for a promotion code depending on the date you’re reading this.

We will see you and your story online!


On Tuesday, September 27th I will be traveling to San Francisco to speak at the Social Media Strategies Summit with many of my colleagues. Since a majority of you won’t be attending the event, I thought I would share an exclusive blog on a some of the information I will be presenting that day. If you’d like to attend the event in San Francisco and see more on this session, get your tickets here.

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Whether you’re a beginner, or a senior level expert in social media and content marketing, your content plans have to better than ever. They should help you hit your goals and objectives. In my workshop, I will show you what is currently working with brands, and how to build and deploy efficiently.

Writers block can happen to anyone, below I’ll help you find five fresh ideas to include in your current, and future content marketing plans.

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First let’s break down the fundamentals of content marketing:

  1. We practice relationship marketing to build trust, rapport, an emotional connection and because, well, relationship marketing has the numbers to back it up. This allows our content to be more connected to the audience.
  2. When we engage with customers, they’re more likely to buy from us (87% of survey respondents indicate that online social engagement with a brand positively impacts their likelihood to purchase).
    05073dfNow here are the five steps that will help your content marketing plans:

    1. Make a plan – figure out your main goals, your target market, where you want to be found, and what you have to offer.
    2. Target – identify and clearly realize you are always in a conversation with your content, so make sure you know your target and your target is speaking to that target audience.
    3. Commit – to engage with your new and old relationships, have ownership and a schedule and let them know of your content.
    4. Value – always communicate how you can help others, how do you compare to the competition, what makes you different and what products and services do you provide?
    5. Schedule and Launch – Create a realistic consistent schedule. Start generating valuable content, interact and engage with customers and prospects, build those relationships, and once you decide to start, don’t stop. Setup a schedule of success so your content becomes a place where your target audience knows they can come to for reliable, valuable advice and answers.

     

    Implement these steps into your content marketing plan and let me know how the results are. We hope this helps you with your adventures in content marketing, whether you are a beginner or expert, there is always a next step in your journey.

    At the summit, we will do a live broadcast recap on our SocialJack.TV program, so tune in September 27th to get an inside view of SMSS San Francisco, meet keynotes speakers and even win in our prize giveaways. If you would like a free membership to Social Jack™ Training and Coaching, plus the program, click HERE TO SIGNUP.


You took your last final two months ago, you walked across a grand stage and shook the Dean’s hand, and now your diploma just is collecting dust at your parent’s house. For young college graduates, the unemployment rate is currently 7.2 percent (compared with 5.5 percent in 2007), and the underemployment rate is 14.9 percent (compared with 9.6 percent in 2007). Employers are looking to hire employees who come through referrals. Think about the saying, “it’s who you know, not what you know.”

The-Next-Step-College-Graduate

  1. Pick your destination:
    Before applying for a job, think about the location in which you envision yourself and where you want to work. This means you will have to decide which industry you will want to pursue, which company interests you the most or geographically where you see yourself. Regardless which one it is, you will want to pick that destination.
  2. Targeting Individuals.
    Next you will want to identify and name the targets. Make a list of what type of people would be connected to the destination you strive to be at. If it is a particular company you are interested in, connect with the employees currently there. A good starting place is to connect with the head of HR, and send them a message introducing yourself and that you applied for a position. You will want to have a clear vision of that target individual looks like. Within the target, you will want to focus on “hubs” or organizations that would contain those people. This would be associations you are a part of, your alumni group, chambers of commerce or past conferences you’ve attended. There all kinds of past involvement that you can tap in to for career opportunities.
  3. Social Media Accounts:
    Make sure to update your profiles so that they are consistently representing who you are as a person, and for where you want to go on your destination. Build your LinkedIn page to its maximum worth. The use of social media for for recruitment has grown 54% in the the past 5 years. A recent SHRM study found that 84 percent of organizations are now recruiting on social media; only 56 percent of companies were hiring on social media in 2011.group of graduates
  4. Current State Team:
    Then you will build your current state team. Start by looking at everybody within your circle of influence and build a team of people. You then match those people with the targets you identified with.
  5. Get Connected:
    After that you will then make sure you are connected with that team on social media like LinkedIn. If these people are personal connections, follow them on virtual hang out places, that could be Twitter, Facebook or Instagram. This will be different for different team members
  6. Stay Connected:
    The next step is to pick four people a day to connect and have conversation with to then build your rapport and your connection with deepen. You want to let these people know what your destination goal is. By reacting out, having simple conversations, being genuine and authentic, you will have access into their networks and can connect with them. Most importantly, don’t be afraid to ask questions, because your end goal is to get into that destination, company or industryimages
  7. Scouting:
    Scouting for new team members on the professional side is seen as almost identical to scouting for a sports team. One thing that is easy but challenging for people is to let go of current team members who are not getting you to your end destination (Derrick Rose to the Knicks??). Thus, we have a scouting and drafting process in our Social Jack system that helps people bring new team members on board. We recommend that you go our Social Jack website and get a free account, and you will have access to the training we provide. It’s easy and fun!
  8. You’re hired!
    Enjoy the benefits that come along with getting hired., most importantly tak
    e advantage of the snacks! We promise that if you follow these steps, and get into a routine on this, your network will ideally connect you to your ideal destination.

 

We’ve successful training over 100,000 professionals, (high school, college, graduate students) with this simple process yet if you stick with it, it works. Make sure to share this blog post with your recent college graduates.

 


In reading recent articles the last couple of weeks, it seems there are mixed reviews on the good and the bad around the purchase of LinkedIn. I have a few thoughts on this:

  • Microsoft has stated that it has plans to integrate LinkedIn and Social Selling into its existing CRM product, Microsoft Dynamics CRM- which is second to sales. I believe this is great for Microsoft but not so sure how it will impact the rest of us that do not use Microsoft CRM. There are also current LinkedIn tools, like “Sales Navigator,” that work well in the sales force. It will be interesting to see how that plays out.

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  • My personal thoughts are that Microsoft is genius at wanting to own the data that LinkedIn has. The business intelligence that LinkedIn has from a social perspective of how people are connected and how people work and communicate together, there is nothing out there like this. Microsoft will be able to obtain social trends, social data, business trends, business data all blended together. I believe this is the main reason why they wanted to do this and also give new life to their new CRM products.
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  • Microsoft has historically not been that successful when it comes to social networking or social media. This to me validates that now they’re seeing the value, and it has increased, of social media and social networking. Many people think that this is potentially the death of social media, where these platforms cannot survive on their own, however I believe just the opposite. Microsoft has proven the value of connection, which is what we teach in our Social Jack training programs on coaching individuals the value of their connections based on their own ROI (Return of Investment).
    Microsoft-buys-LinkedIn
  • The fact that Microsoft paid $26.2 billion in cash for 433 million users, tells me that they found the cost per user came out to be $60. In our system, we look at it by value of user based on the ROI and outcome of the relationship, which is expediently more. The fact that Microsoft has placed a value on those connections, which have relationships, shows us that there is a value in social networks and connections.

So, connect with someone new today and you never know where it will take you.


Our new partnership with EPI, Exit Planning Institute, started in late May, when I traveled to the University of Chicago Booth School of Business, to certify some of their workers with CEPA. I am proud to announce that Social Jack is their official Social Selling learning provider for EPI.

The Exit Planning Institute is the premier provider of education, networking, professional development, and tools for exit planning professionals worldwide. Exit Planning Institute whose representatives are typically wealth managers, financial services, accountants, and other business related careers, want to add exit planning to their book of business.

Our Social Selling technique is essentially another product line for their members. Social Selling can be defined as, “the interaction between two people to get to an entire network.” This functions no differently than when people build a sports team. That’s the system we use: scouting, drafting, and building a core team around your book of business.

At EPI, we have been brought in to be part of their sales track, part of adding the view add of Exit Planning Institute is that they teach and certify you in how to help a business strategy exit but they also help teach you how to sale those services.

 

This is where the Social Jack curriculum, and modules for Social Selling have now become a standard as part of their modules that they deliver to the membership. We’re so excited to start working with EPI and their members to help them produce more new business by generating this new product and by having the knowledge of leveraging Social Jack and Social Selling.

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Now let’s break down our business plan. Our curriculum is about people teaching people how to do social teaming. Social teaming is when people who are in practice management, (accountants and wealth managers) that have a network, but they don’t know how to organize their network. We then step in and teach them to structure their network, clients, friends and family and then convert that to into a powerful team to generate referrals.

 

As part of their CEPA certification, members of EPI are enrolled into two classes. The first was Social Selling 101: How to harness the power of social selling and thought leadership and Social Selling 201: How to build your influential network. Then members will migrate and become members of the Social Jack system, where they will be introduced to all 15 modules, bi-monthly coaching, and library of over 200 other classes.

About Social Jack

Social Jack is a Micro-Learning coaching and training platform that allows you to learn at your pace for your own objectives, sales, career, culture, business building or lifesyle. We use Social Teaming as an exclusive core to all of our programs. All learners will set an objective, get a game plan and quickly move into result driven power moves with a proven system. Over 100,000 professionals have been coaching and trained on this system and more information can be found at www.SocialJack.com.

About EPI

EPI is emerging as a worldwide recognized leader in the exit planning industry and is on a wave of momentum, powered by a strong, active community of CEPAs, members, faculty, board and leading industry experts. Our team is dedicated to accomplishing this vision, providing leading educational opportunities, certification programs, events, member support, and industry research for exit planning professionals in the United States and worldwide. More information about can be found at http://www.exit-planning-institute.org.

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