Strategies to Systematize Client Referrals
Tell a Friend About This EventTell a Friend
 

Financial professionals often share that one of the biggest challenges they have is having a consistent system for gaining referrals from clients – WHY IS THIS SUCH A CHALLENGE? Advisors need a system and process to make it easier.

2/14/2020
When: Friday, February 14, 2020
12:30 - 1:30 pm
Where: Presentation via Webinar
United States
Presenter: Steven J Zimmerman , Regional Investment Consultant – Central Valley- Thrivent Mutual Funds
Contact: Kristin Prine
(303) 867-7185


Online registration is closed.
« Go to Upcoming Event List  

 

Steven Zimmerman from Thrivent Mutual Funds will be presenting Strategies to Systematize Client Referrals

 

Objectives for our session:

  • Count on top clients for “the right” referrals. 
  • Systematize referral system.
  • Streamline with social media.
  • Implement a follow-up plan using a conversion chart

1 CFP CE pending

 

 

more Calendar

2/19/2020
Shake Off the Winter Blues Happy Hour - South Suburbs

2/26/2020
WEBINAR Journal in the Round: Finding the Dream Fintech Stack

3/3/2020
Springfield Social

3/4/2020
Illinois Advocacy Day - 2020

4/7/2020
Volunteer! Money Smart Week Event

Featured Members

Online Surveys
Association Management Software Powered by YourMembership  ::  Legal