This is the first virtual program in a three-part client prospecting series designed to provide applicable lessons that attendees can use in their daily practice to see an increase in ROI.
In this session, attendees will be able to take home lessons on how to leverage technology as a client prospecting tool, review trends from the industry, and learn from experts on how it changed their practice.
Pinney Insurance Center
Financial Advisor & Founder
Dream Big Wealth Strategies, LLC
FSM Wealth, Inc.