Using Technology to Grow Your Business

When:  Jun 19, 2014 from 12:00 PM to 01:00 PM (ET)

Using Technology to Grow Your Business, Logan Lee, Advicent

Thu, Jun 19, 2014 12:00 PM - 1:00 PM EDT

Combine client communications and financial planning to power growth and client retention

Join Advicent for an exclusive webinar to learn how to:
• Generate high-quality leads with an interactive online retirement assessment.
• Engage clients with collaborative presentations to make meetings more effective.
• Match the depth clients need and streamline the planning process with unsurpassed flexibility and scale using the NaviPro® financial planning suite.
• Revolutionize your client and prospect engagement with Advisor Briefcase® marketing communications tool.

Toll: +1 (702) 489-0007
Access Code: 157-561-978
Audio PIN: Shown after joining the webinar
Registration URL: https://attendee.gotowebinar.com/register/260936458039307010
Webinar ID: 100-101-419

Location

Dial-in Instructions:
Toll: +1 (702) 489-0007 Access Code: 157-561-978 Audio PIN: Shown after joining the webinar Webinar ID: 100-101-419
Online Instructions:
Url: https://attendee.gotowebinar.com/register/260936458039307010
Login: Webinar ID: 100-101-419

Contact

Megan Veraldi
910.769.1569
megan@acplanners.org

Related Content