Webinar Details
Course Description

With over 41% of Millionaires engaged on LinkedIn and unprecedented access to them, today’s LinkedIn opportunity for accounting, tax, and financial professionals is massive! The question is, "How will you create awareness of your LinkedIn profile with your ideal high-value clients?"

The Problem:

Your LinkedIn business development strategy depends heavily on WHO you are connected to, and whether or not you have a well thought out process to attract them to you and your services. 

And without the right LinkedIn strategy…

  • Your activity on LinkedIn can be a waste of time
  • Your reputation on LinkedIn can get damaged
  • Attracting new high-net-worth clients will be an uphill battle

 The Solution:

There is a powerful new way to stand out from the crowd. A turnkey marketing system that amplifies the impact of your LinkedIn activity and efficiently raises awareness of your ability to solve big tax problems to the right people. Best of all it requires significantly less effort and less money than ever to grow your CPA firm. 

Join us to learn exactly how to use LinkedIn correctly as a business development tool to attract and convert affluent clients looking to pay less in taxes.

Learning Objectives
  • Identify your ideal high-value clients who are both discoverable and active on LinkedIn.
  • Discover the systems you need in place to seamlessly create awareness for your advanced tax planning services.
  • Recognize the approach to get your ideal clients to TAKE ACTION and schedule a 15-minute phone call with you.
  • Identify how to get your A-List clients excited about giving you referrals.
  • Recognize how to generate more opportunities with high-net-worth prospects interested in your services.
Who Should Attend

Qualified, Tax-Focused CPAs with multiple $1M+ AGI clients who enjoy learning the latest strategies in a fresh and highly-energizing format.

Advanced Preparation


Presenter Details
  • Alex Sonkin
    • Summit Speaker, Founder of the Due Diligence Project

    Alex Sonkin is the founder of The Due Diligence (DDP) Project™ and The Virtual Family Office (VFO) Hub™. 

    Mr. Sonkin has authored a book, called “The Due Diligence Project™” and has been published in “Money Matters-Volume #2”, both available on Amazon.  Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Alex also hosts The Due Diligence Project Podcast™.

    Highly sought after, Mr. Sonkin has been invited to provide thought leadership throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway. Mr. Sonkin began his care... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Thursday, May 11, 2023

2:00 PM EDT (see additional timezones)

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    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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