Registration is Open for Limitless 2025! Use Promo Code ALUMNI25
There’s Still Time to Register for the Productivity Power-Up Workshop on Monday, June 3!
Registration is Open for Limitless 2025! Use Promo Code ALUMNI25
There’s Still Time to Register for the Productivity Power-Up Workshop on Monday, June 3!
In this session Julie will go deeper into the concept of engagement and focus on action. Specifically, you’ll learn how advisors can actively engage specific segments, including prospects, new clients, couples and families. She’ll examine: what engagement looks like at each stage of the journey, how to reveal the true needs of prospects and clients at each stage and tactics to respond in real time. You’ll walk away with a defined plan to take action.
Follow along with Julie Littlechild’s Client Engagement Worksheet.
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