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How do you make your marketing magnetic so it attracts the “right” clientele? Once you have a new client in the door, how do you keep them for life? Learn a variety of cutting-edge strategies that have helped generate more than USD 150 million in new client assets in 2018 and discover the newest advances in marketing technology and operational efficiencies to radically upgrade your financial practice. Each strategy discussed will be simple to implement so you can take immediate action upon returning to your office.

How do you make your marketing magnetic so it attracts the “right” clientele? Once you have a new client in the door, how do you keep them for life? Learn a variety of cutting-edge strategies that have helped generate more than USD 150 million in new client assets in 2018 and discover the newest advances in marketing technology and operational efficiencies to radically upgrade your financial practice. Each strategy discussed will be simple to implement so you can take immediate action upon returning to your office.