The Evolution of Client Marketing in the Financial Space

Join Josh Lackowski, Director of Marketing Strategy & Account Services, Producers Choice Network® and Carrie Ewart, Head of Client Relations & Marketing Development, White Glove® for a data powered presentation on top performing marketing methods to effectively Attract, Connect, and Transform the lives of those you want to serve.

Gain an inside financial industry look at what is currently working to purposefully generate high-intent conversations with new prospects.

Learn how to:

• Utilize top client-centric topics to attract new prospects
• Leverage high-converting client-connection systems to generate more appointments
• Increase planning opportunities to significantly transform the financial well-being of each life served