Financial Planning Consultants

This class is held on Thursday from 8:00 am to 5:00 pm.

 
  • Marketing for a continuous stream of prospects
  • Why use CRM
  • Strategies that work
  • Your engagement strategy
  • Client Builder
  • Why a script
  • Satisfaction guarantee

   

 

Note:  Breakfast: We will have coffee, juice, bagels, donuts, yogurt and fruit available every morning.  Lunch: “On your own” - ask us about dining establishments nearby.

Please ask if you have any other needs or for further information contact:  Charlotte Isbell or 800.666.1656 ext 13

 

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