Coffee Talks is a webinar series by Advocis featuring 30 minute talks on subjects of interest for advisors.
Episode fifteen: Finding Sales Opportunities in Hidden Data
Because the right information has traditionally been out of their reach, financial advisors have struggled to turn service opportunities into sales opportunities. The years following the commitment of clients to policies and products are filled with moments for advisors to reconnect and add value – moments that often go unrecognized without the right technology and mindset in place.
Join us on October 8th at 11:00 am EDT for a Coffee Talk with Charlie Conron, CTO and Founder of Life Design Analysis Software as he presents insights into how innovative technology is surfacing hidden opportunities across the distribution channel, shortening sales cycles, and providing proactive solutions that can help you create satisfied, long-term customers.
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