Estate Planning Council of Mississauga

Advisors: register now for

Estate Planning Council of Mississauga | Feb 15, 2011 (Tuesday)

Topic: Utilizing Social Media to Grow your Practice
Presenter: Promod Sharma
Designations: FSA, FCIA
Title: Marketing Actuary
Company Name: Taxevity

The Talk

You provide intangible professional services and face competition. How do you get prospects to select and clients to recommend you? How do you stay in touch before and after a sale? How do you create a powerful impression without being present?

Your expertise is rarely enough to establish trust and grow your business. Why not market better using social media to grow your practice? Discover simple, inexpensive techniques you can use now.

Learn how to unleash the power of LinkedIn, Twitter, podcasts, YouTube, newsletters and blogs. Find the right medium for your message. Get your questions answered as a fellow member of our group reveals what he's discovered.

It's time to stop marketing like it's 1999. Or 1989.

The Presenter

Promod has devoted his life to insurance, which offers both protection and overlooked tax advantages. As Actuary, Individual Insurance for National Life, he designed products for 10 years. For five years at Industrial Alliance Insurance, he helped independent A-list advisors with their top clients and their marketing. Offering products from only one company restricts the options available. In 2010, Promod joined Taxevity to help accountants, lawyers and charities unleash the power of insurance for their clients. You'll find more details and testimonials on LinkedIn.

Promod started blogging in 2007 to

He expanded to LinkedIn, podcasts, tweeting and newsletters (Marketing Reflections). The lessons from those experiments form the basis of the presentation.

Special Instructions

The presenter will use his own notebook computer and wireless remote. As a precaution, a copy of the presentation will be on a USB flash drive in PowerPoint 2010 format. This allows use of another Windows computer, if necessary.

Please arrange for the following

  • projector with VGA input (content is formatted for 1280x800 HD widescreen but works with a conventional 1024x768 projector)
  • sound (video is used)
  • wireless microphone

Here is the logo for Taxevity

PS Network

Market Better
twitter.png Twitter
blogger.png Blog
marketingreflections.png Newsletter
Spark Insight
website.png Website
Grasp Risk
twitter.png Twitter
blogger.png Blog
website.png Podcast
website.png Website
Tame Risk
website.png Taxevity
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