Join us for an insightful webinar filled with practical strategies and actionable insights on how to redefine your approach to client relationships and drive unprecedented success in acquisition, retention, and cross-selling.
During this CE-credit webinar, our expert speakers will guide you through proven methods to attract and acquire new clients, tactics that foster loyalty, trust, and long-term partnerships with your existing client base, and strategies to leverage opportunities within your client relationships.
Discover:
- Proven strategies for effective client acquisition as a financial advisor
- Techniques to enhance client retention through exceptional service and personalized approaches
- Insights into identifying and maximizing cross-sell opportunities
Launch Date: May 22
Speakers:
- TBD
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.
