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Summer Client Acquisition Strategies
Join Redtail and Maureen Wilke, founder of The CONNECTED Advisor, as they share three timely strategies to acquire new clients this summer. Summertime can be a challenging time to meet prospects and potential new clients. How would it impact your practice if you got one referral from 5-10 of your top clients? This session integrates with Redtail’s CRM and includes the “how to” steps with templates to connect with clients and COIs for referrals through:

A Summer Communications Calendar
Successful Summer Events and Workshops – virtual and in-person
Beneficiary Updates

You won’t want to miss these valuable strategies with the follow-up templates for easy implementation!
Jul 12, 2022 10:00 AM
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