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Tag Archives: webinars

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How to Win New Clients and Prospects with Seminars and Webinars

InfoBy adminDecember 31, 2020

By Casey Fuerst I once had a client, a financial advisor, who believed that an excellent way to attract new business was to do seminars. She would get 20 to 30 people in a room, walk them through some basics of investing or retirement planning, and then set an appointment for follow-up. That was her…

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