Advocis Presents: 
A Coffee Talk Webinar
with Todd Fithian

Coffee Talks is a webinar series by Advocis featuring 30 minute talks on subjects of interest for advisors.

Episode three: Critical Client Connections During Covid-19

As we’re being forced to physically distance, your clients and potential clients are craving that human connection we once took for granted. Being an advisor is about being toe-to-toe and eye-to-eye with clients and prospects, so what will your business look like in this physical distancing world?  

Join us on June 4th at 11:00 am EST. for a Coffee Talk with Todd Fithian, Managing Partner of Legacy, as he shares proven strategies for connecting with clients and future clients during these challenging times. These approaches will not only move them closer to you but have them raving to their friends about you.

Legacy is located in Boston, Massachusetts and under Todd's direction has revolutionized how advisors engage and serve client relationships using Legacy’s trademarked approach that allows advisors to discover WHAT matters most to clients and WHY it’s important, before jumping into HOW to solve it.

As a benefit of membership, this webinar series is free for Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credits.