Know you should be doing more to grow your prospect pipeline but not sure where to start? Join Karen Weiskopf, Vice President, SmartAsset, the nation's #1 marketplace for connecting consumers with financial advisors, and Michael Collins, Founder and CEO, WINCAP Financial, for a strategy session on how to effectively find new prospects, tell your story, and communicate regularly -- all designed to grow your business.
03.08.2023 - Marketing
Financial Advisor Prospecting and Marketing Simplified
Presented by Karen Weiskopf and Michael Collins, CFA