22
Client engagement of the future: Are you ready?
Date: May 22, 2025
Time: 2:00 pm - 3:00 pm EST
Standing out in a crowded marketplace can be challenging, but it doesn’t have to be complicated. Learn how a strong brand, effective communications and a unified team can help drive long-term growth.
Whether you’re looking to grow your retirement plan business or seeking practical tips to share with clients, this session is packed with tips to help you succeed.
By the end of the session, attendees will be able to…
- Gain insight into the importance of building your brand and how to define it.
- Understand why service and communication are crucial for retention and profitability.
- Explore how creating your team is key to growing and sustaining your practice.
- Identify steps to take to create and implement a growth strategy.
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
