Maximizing ROI on In-Person Prospecting Events

Thursday, March 13th, 2025 | 1:00 PM ET | Virtual

Workshop Best Practices

Walk through effectively executing lead generation workshops to build client connections and close more appointments. Utilize Simplicity's best practices to help grow your business.

Simplicity's Educational Resources:

  • Strategic Touchpoints

  • Closing Appointments

  • Forming Connections

Agenda

  • Advisor Business Lifecycle

  • The Effectiveness of In-Person Events

  • How to Maximize ROI on In-Person Events

  • Resource Access

  • Special Training