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Conversation Circle - Client-Focused Series: External Communications & Finding New Clients
Conversation Circle Information

Join Bradley Hilton for a discussion around how prospective client materials are created and distributed, where advisors are finding new clients, including networking events and COI relationships, and how communications occur once a referral has been made. Bring your current practices, challenges, and questions to share with other NAPFA members.

Moderator: Bradley Hilton
Audience: Everyone
Availability: No future session
Cost: FREE
Credit Offered:
No Credit Offered
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