Financial Advisor Techniques for Converting Hero

Actionable Strategies for Business Development and Practice Growth

Are you a financial advisor seeking to elevate your practice and drive sustainable growth? Join our exclusive webinar where our expert will share actionable strategies and insights. iscover the unique obstacles faced by financial advisors and practical solutions to overcome them. Learn from real-life experiences and gain insights into effectively navigating these challenges.

Watch this CE- accredited webinar and discover:

  • How to articulate and implement a vision that drives success and aligns with your long-term goals.
  • Why trust and consistency are foundational to shaping and sustaining your business vision.
  • Different approaches to connect with potential clients and industry peers.

Launch Date: June 26

Speaker:

  • Elliot Kallen

How to earn your CE credits

To earn your CE credits, it is crucial to attend the entire webinar and achieve a minimum score of 80% on the concluding quiz. Upon successful completion, you will be issued an Advocis x Equisoft certificate via email.

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