Reminder: Advocis National - Making 2023 Your Best Year Ever
Submitted by Krishan on January 10, 2023 - 1:26pm
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Making 2023 Your Best Year Ever |
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As a financial advisor, planning for your own business is a key component of growth, and having a marketing plan can create even greater results - but what's informing your marketing plan? Join Advocis National & Todd Fithian, Co-Founder and Managing Partner of The Legacy Companies, on January 23, at 1:00 P.M. (Eastern Standard Time) as he walks you through a simple yet powerful process to determine the four key numbers you need to make 2023 your best year yet.
As a benefit of membership Advocis Members are able to attend for Free ($10+ HST for Non-members). During the checkout use your Advocis ID as the promotional code to unlock the member rate. |
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Register Early:
Available spots are limited and will be on a first-come, first-served basis. - Registration closes January 23, 2023, at 12:00 P.M. (EST)
- This Webinar has been approved for 1.0 CE credits by The Institute.
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Todd Fithian
Co-Founder and Managing Partner of The Legacy Companies Todd has had a close personal relationship with the financial services industry his entire life. Growing up 3rd Generational in the business gave him perspective and understanding very few have the opportunity to receive. He is a junky for relationships and for the last two decades has been mastering a system to help advisors create the most powerful relationships possible with their clients, and the results have been simply staggering. Because the system is designed to move clients closer and closer to the advisor from a relationship perspective, a higher level of trust than any other selling system in the market quickly presents itself. The clients confidence in their advisor follows shortly thereafter and results in clients making bigger decisions, faster. The best part is ... This all happens as a result of honoring the relationship and what matters most to the client. Please feel free to reach out if you want to learn more! Todd’s client list includes large financial institutions and thousands of practitioners throughout North America. |
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