On demand Webinar

Summer Client Acquisition Strategies with PreciseFP

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:

  1. Web Publishing: Turn your online presence into a magnet for new clients, all powered by PreciseFP.
  2. Events: Throw the best summer events, whether virtual or in person, that leave your audience craving more.
  3. Beneficiary Update: Transform routine updates into referral goldmines, boosting your client base like never before.

Speakers

Richard Thoeny

Richard Thoeny

Executive Vice President of Product Strategy, PreciseFP

Nora Gallegos

Financial Planning Thought Leader, PreciseFP

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