Updated May 18, 2022, at 4:35 PM
Is the financial dinner seminar dead?
Nope.
But with the proliferation of the Internet in everyday life, your target audience might not be so compelled to listen to your dog and pony show since they have answers at their fingertips.
Don’t sweat it.
This guide is intended to help you prepare clients and assist with the unfinished paperwork and decisions that need to happen after the death of a loved one. The information and suggestions …
Updated September 7, 2023, at 2:45 PM In business, continued success and growth result from developing personal relationships and strong communication with your clients. To become a leader in the financial industry, …