Throughout the year, we will bring you together with some of the industry’s most successful women, who will present powerful insights and actionable tips that will help you change the way you operate on a day-to-day basis and up your game to a whole new level. Each quarter, we will focus on a result-driven insight that gives a new perspective on unlimited thinking, working smarter, not harder, and spurring innovative action to achieve the desired 2024 outcomes. Be sure to mark these dates so that you don’t miss a single second of this year’s compelling, illuminating education.
CHECK OUT THE ARCHIVE OF PAST EVENTS
This transformative session will have you walking away with:
- Dynamic benefits of integrating the surge concept into your practice
- Strategies for implementation and success
- New ways to restructure your workdays when they're jampacked with client appointments
- How to maximize productivity and client engagement
- Answers to questions you have about surge meetings
- Visual Storytelling: Discover how to capture attention and convey messages effectively through the power of visual narratives.
- Strategies for Success: Unlock productivity and client engagement with real-world examples of impactful video strategies. Learn which video platforms can best amplify your digital presence across various online channels.
- Content Creation Tips: Gain insights into creating compelling video content that engages and retains your audience.
- Targeted Solutions: Understand how life insurance can be an integral part of financial planning.
- Empowering Women: Strategies that help you empower clients through life insurance education and investment.
- Growth Opportunities: Identify key areas where life insurance, AUM, and annuities can increase production and client retention.
- Q&A Session: Engage with experts to address specific questions on enhancing production with life insurance solutions.
- Key Considerations: Examine the critical factors involved in the decision to merge a financial book of business.
- Due Diligence Protocols: Learn the importance of conducting thorough due diligence and what to look for when considering a merger or acquisition.
- Integration Tactics: Discuss effective strategies for integrating two distinct books of business while maintaining client satisfaction.
- Resources Available: Understand the resources available to you when considering hiring practices for long-term value, buying a practice, transitioning for the future, and more.
For financial services professionals use only – not intended for public use.
SIGN UP FOR EMAILS