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Virtual prospecting secrets for attracting and securing new clients

January 12, 2021 @ 2:00 pm - 3:00 pm

Gain insights and recent cases studies on how financial professionals are using virtual marketing strategies to help attract new clients and close more sales. Based on current academic-level research done with financial professionals, this engaging presentation is filled with real examples of what some of the most successful are doing and what is working to attract and win new business.

  • Find out which marketing strategies are generating the best prospects
  • Learn what’s working to prepare and host a virtual prospect meeting
  • Use simple strategies for improving your video presence
  • Uncover softer-side closing strategies that help get your prospect to say “yes” while in a virtual meeting

Register Here


January 12, 2021
2:00 pm - 3:00 pm


North American