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Continue the Conversation: Let’s Talk About Your Clients

Session Description

Why Attend
Join this free-flowing conversation with peers to go deeper into takeaways from other sessions and key challenges you have to find ways to improve client engagement.

Session Details
We’re all challenged to find ways to improve client communications in areas such as investment strategies and understanding the shifting business and political environment. What’s on your mind?

  • Do I have effective methods for guiding clients through the ups and downs of the market and life?
  • How can I reach my clients’ children with financial and wealth management guidance?
  • What else can I do to better understand the needs of women clients?
  • What else could we do to maximize referral business and strengthen our centers of influence?

*These sessions will take place in The Exchange and have limited enrollment. Please register early.

Additional Information
Not Available
1h
Session Schedule