We’re talking about summer strategies that’ll make your client acquisition accelerate! Imagine your practice exploding with new clients, thanks to these tactics.
Here’s what we’ll cover:
- Web Publishing: Turn your online presence into a magnet for new clients, all powered by PreciseFP.
- Events: Throw the best summer events, whether virtual or in person, that leave your audience craving more.
- Beneficiary Update: Transform routine updates into referral goldmines, boosting your client base like never before.
Speakers
Richard Thoeny
Executive Vice President of Product Strategy, PreciseFP
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
