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Virtual Event

Tech Tips from the Top

April 27, 2021 at 2 pm eastern 


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.



Ryan Pinney

Ryan Pinney, LACP

Pinney Insurance Center

Julianne Hertel

Julianne Hertel

Financial Advisor & Founder
Dream Big Wealth Strategies, LLC

Brandon Heckert

Brandon Heckert, AAMS

Fiancial Advisor
FSM Wealth, Inc.