At the end of this webinar you’ll have a clear plan to acquire Ideal Clients more quickly despite all the uncertainty potential clients are feeling right now.We’re entering a period of unprecedented uncertainty economically, politically, and technologically. Most advisors are unprepared for what’s coming.If you’re currently delivering Truly Comprehensive Financial Services™, you have an edge but only if you know how to protect it.This session will show you how to stand out by doing what AI can’t: building real trust, simplifying complexity, and delivering confidence in chaotic times.Don’t wait until AI eats your lunch.
Ideal Client Acquisition: Replacing Old Sales Tactics with High-Fit Conversations
September 23, 2025 | 12pm
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