In the last eight years, we’ve seen a trend of membership organizations looking into increasing their users value per membership. In the traditional sense, membership organizations provide education to their members in a variety of ways. Our Social Jack System, has been a part of that movement, where we provide a ton of education to membership organizations related to Social Selling, growing your business, career advancement—things that help us define what social media and social teaming is.

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In our recent observation, many membership organizations are still in legacy mode, where their education is based on premise or at conferences, and have not completely leveraged the internet with things like streaming and video. Also many membership organizations have seminars and conferences to promote new members. A lot of times there’s education about the organization but not necessarily around the education that is provided to the members. The movement that we’ve seen, and benefit greatly from, is leveraging the internet for webcasts—which we have been involved with for many years and providing that education not just to the current members but to the perspective memberships.

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For instance, we recently held a webinar on ‘how to grow your financial services practice with the use of social selling’ for Exit Planning Institute. This service was provided to their members and perspective members. The members that are “prospects” get to see the high quality education that is provided from the membership and then get test drive of some of that education and value the membership provides. We also allow space in those presentations so that the membership is able to explain the additional value that they provide when registering for a full membership.

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We’ve been doing this over for 8 years and have seen a rapid acceleration of this model being used and the simplicity is, providing web-based information because people want to have a convenient way to get the information without always having to travel to conferences or events. This is also a great way for organizations to attract perspective members to their platforms.

While we see that this is huge movement and we’re seeing more & more membership organizations and institutes going in this direction there’s still many that have to make the move. The good news is for those organizations that this a proven model and it can help them not just for retention of membership but also increasing admission.

Our Social Jack System has a very specific recipe for effectively getting participation, filling and getting people to show up to the webcast. There is a science behind this all and it can be indicated in this slideshow.

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We hope this opens your eyes to the power of Webcasts and Webinars to increase your membership and have people sample content en route to joining your membership organization.


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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