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Tech Tips from the Top

April 27, 2021 @ 2:00 pm - 3:00 pm

      Ryan Pinney   Julianne Hertel   Brandon Heckert, AAMS

Tech Tips from the Top

Ryan Pinney, LACP
Pinney Insurance Center, Inc.
President
Julianne Hertel
Dream Big Wealth Strategies, LLC
Financial Advisor & Founder
Brandon Heckert, AAMS
FSM Wealth, Inc.
Financial Advisor

Tuesday, April 27, 2021

2 pm eastern

This is the first virtual program in a three-part client prospecting series designed to provide applicable lessons that attendees can use in their daily practice to see an increase in ROI.

In this session, attendees will be able to take home lessons on how to leverage technology as a client prospecting tool, review trends from the industry, and learn from experts on how it changed their practice.

 

 

The webinar is brought to you by

BusPerfCenter-Apr-07-2021-04-57-31-84-PM

Details

Venue

  • ZOOM

Organizer