"Lunch & Learn" 10 Unique Practice Management Ideas in 20 Minutes
Time & Location
About The Event
It's the people you meet along the way and how you treat them that opens doors for them to become and remain clients. We will explore same quick and easy tips to make a BIG impact!
Many financial advisors are looking for new and impactful ways to acquire and retain clients, however finding the time to research creative ideas is often difficult. Join Guggenheim Investments, Annmarie Woods, Regional Vice President, as she delivered 10 ideas which are simple, actionable and easy to implement. Annmarie takes the ideas you may have heard before to another level. Learn how to enhance handwritten notes, tap into your alumni network, use Google Alerts, and creative ways to say a simple Happy Birthday and more. Annmarie Woods is the RVP for the Independent Advisor Distribution channel at Guggenheim, with responsibility for New Jersey, Long Island, and Metro New York. Click here to learn more about Annamarie.
Take advantage of this opportunity to learn new ways to engage with your clients and ultimately increase client satisfaction.
Complimentary Attendance for Members & Non-Members
Program sponsored by Guggenheim Investments
Advance Registration Required - Deadline to Register: Monday, February 22
After registering, you will receive an email confirming your registration.
The day prior to the event you will receive an email containing the Zoom link and information about joining the meeting.
- FPA Members & Non-Members$0$00$0