Conversation Circle - Different Prospecting and Onboarding Processes - The National Association of Personal Financial Advisors

Conversation Circle - Different Prospecting and Onboarding Processes

Conversation Circle Information

This conversation will focus on different prospecting and onboarding processes. Participants will share best practices, automation, technology, conversion data, etc. Join us to discuss questions, ideas, and challenges!

Moderators: JJ Williams
Audience: Everyone

Summary


Availability:	Registration Required (37 seats available)


Location:	Online Meeting
Date / Time:	Jun 29, 2023 1:00 PM - 2:00 PM EST


Cost:	FREE


Credit Offered:	No Credit Offered

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