Summary

Best Practices to Achieve Growth

DATE/TIME: Tuesday, November 15, 2022 at 1:00 PM ET

In today’s environment, advisors need additional resources to enhance their client experience and deliver valuable solutions. Attend Simplicity’s webinar to learn best practice in four key areas of your business.

  1. Sales Process
    – Simplify your sales cycle using software
    – Determine clients’ values, needs, and goals with discovery questions
  2. Marketing Resources
    – Identify the best performing financial education topics for consumers
    – Discover lead generating concepts to grow your business
  3. Client Retention 
    – Receive strategies for optimizing client relationships in your network
    – Establish referral events for all budgets
  4. Holistic Planning 
    – Generate new revenue streams through cross-selling opportunities
    – Address top financial planning considerations with educational content

FOR AGENT USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 2459902-100622

Overview

Title: Advisor Growth Forum: Best Practices to Achieve Growth

Date: Tuesday, November 15, 2022

Time: 1:00 PM Eastern Standard Time

Duration: 1 hour

Register Now

© Simplicity Group. All Rights Reserved.

For Financial Professional Use Only. |  Privacy Policy | Terms of Use