FREE Prospecting Webinar for Financial Advisors

This webinar is a follow up to the first held on 31 March 2020, where we introduced some thought provoking concepts around clients and potential clients that were social distancing. By the time the webinar came about, though, we were in lockdown and the material and discussion became even more relevant. 

In this 1.5 hours, we'll check in on the mindset and the actions of those needing to continue prospecting, despite international pandemics. We'll revisit a few concepts and expand on prospecting strategies, particularly those that are useful during these times.