2020 MDRT Virtual Event

Tara Clark Speaking at MDRT on

Social Media for Financial Services

In light of recent events, the Million Dollar Round Table (MDRT) has found a way to continue keeping members engaged: by transitioning this year’s conferences in Anaheim and Dubai into the 2020 MDRT Virtual Event. Thousands of financial advisors will gather virtually to hear from industry leaders on the insight needed to keep businesses moving forward.

I had the honour of recording presentations both as a Panelist and a Focus Session Speaker on the topic of social media for the financial services industry. For those of you that plan to attend, here’s a sneak peek of what you can expect:

MDRT VIRTUAL Panel

LinkedIn for Lead Generation

With fellow panelists Philip Calvert and Kyriakos Chatzistefanou, we tackle the topic of “how to generate leads on LinkedIn” from various perspectives. 

From outlining what an effective digital mix includes to the benefits of LinkedIn for advisors, tune in to my panel presentation (short and concise in just 15-minutes!) to learn how you can implement these 5 steps to an optimized LinkedIn strategy: 

  1. Plan for Success

  2. Optimize Your Profile

  3. Build Thought Leadership

  4. Connect with the Right Contacts

  5. Engage with Connections

MDRT VIRTUAL Focus Session

How to Effectively Leverage Social Media

In this session, I cover everything you need to know to get started on Facebook, WeChat, Instagram AND LinkedIn in just 30-minutes.

  • Stats and facts on the impact of digital marketing in the finance space

  • Key tips and how-to’s for finance firms as a whole and advisors as personal brands

  • The latest and greatest social media trends and features to broaden exposure 

  • How to craft your own simple social media strategies

If you’d like to learn more about social media for your industry, connect with me on LinkedIn or send an email to tara@socialt.biz.


New Blog: Social Media FAQ

6 Commonly Asked Questions from Executives


Events, SpeakingTara Clark