WHAT’S WORKING! VIRTUAL SESSION

• Only for THI Community Members

TOPIC: Your engagement process

One of the keys to a successful practice is ENGAGING NEW CLIENTS.

Join us and share WHAT'S WORKING for you.  

• How do you attract new clients (investment management, financial planning, or heritage)?

• How do you successfully take them from being a prospect to a new client?

• How do you shorten the decision-making process for them?

MARCH 2, 2023

TIME: 12:00PM - 1:00PM CT