Dr. Chia-Li Chien, CFP, PMP, interviewed Sarah E. Williams, on “Sell with Emotion Through Social Media” on Sept 07, 2021, at 2:00 PM PDT.

Peer-influencing has dominated how consumers seek advice. Many financial planning practitioners navigate popular social media platforms with compliance guards.  Ms. Williams will share with us how to best leverage social media platforms with leads in emotional triggers.

  • The best social media platform for financial planning practitioners
  • What are the do’s and don’ts in social media to be evergreen compliance?
  • What are the emotional triggers that could generate leads?
  • What are the best practices for marketing in social media?

Register now, and you will receive a confirmation email containing information about joining the meeting. This is a webinar you won’t want to miss!!


Sarah_Williams-HeadshotSarah E. Williams, VP, Marketing Communications at CreativeOne. With almost 20 years of experience in sales, marketing, advertising, and public relations, Sarah leads the company’s outreach efforts, showing financial advisors and independent insurance agents exactly what they can accomplish through branding, lead generation, and social media. She has helped hundreds of producers expand their businesses, showing them how to grow revenue while positioning them as an industry of thought leaders since joining CreativeOne in 2011.

As CreativeOne’s chief ambassador, Sarah communicates how marketing and practice management can help agents and advisors expand their practices. She leads the education channel, recruiting prospective agents and advisors who want to join CreativeOne. Her knowledge of marketing, combined with her embodiment of CreativeOne’s philosophy, makes her a formidable leader in this ever-changing industry.

Chia-Li Chien, PhD, CFP®, PMP®

Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University. Before her academic role, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession planning at national conferences and has published three books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession topics in a variety of academic and practitioner research journals. Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®). Chia-Li Chien is pronounced Jolly Jan.