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:	No future session


Cost:	FREE


Credit Offered:	No Credit Offered

Create Account

Recommended

Self-Report: Classroom/Web

30 NAPFA CE

FREE

Self-Report: 2-CE Ethics Course

2 NAPFA CE

FREE

Unpacking Social Security: A Guide to Addressing Common Questions

Multiple Credits

$0.00 - $39.00

2023 Playbook Series #3: Conversational Selling Skills and the Art of Influence

1.5 NAPFA CE

$0.00 - $117.00

(1)

Maximizing the IRA’s Value – Now and in the Future

Multiple Credits

$0.00 - $39.00

(1)

Critical Planning Ideas for the Mass Affluent

Multiple Credits

FREE

Self-Report: Teaching/Presenting

8 NAPFA CE

FREE