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The New Prospecting Imperative: Expert Advice for Finding and Winning New Assets

Executive Summary

If you’re like most advisors, adjusting to the new socially-distanced reality has impacted many aspects of your practice—but none more than prospecting for new business. Gone are the days of social events and face-to-face meetings that drive new accounts. But in order to succeed, prospecting needs to remain a significant priority if you’re to win new clients today—and get new ones tomorrow. While the pandemic has put a strain on individual health and the global economy, at a business level it is preventing you from having precious facetime with your prospects and clients. In addition, ever increasing competition requires you to “wow” clients and prospects in order to set yourself apart from the competition.

In this webinar, we will present efficient and effective ways to set yourself up to win clients looking to make a change—and keep existing clients happy now and in the future. We will examine the client lifecycle from relationship building to exploration to proposal to closed won and loyalty.

Attend this webinar and learn:

Networking and lead generation tips during COVID
How to efficiently create and deliver proposals
How to better match your clients’ investment needs with diverse and creative investment solutions
Ways to improve your reports and presentations
More tips from our stellar panel of experts

AEP® CE Credits have been applied for and are pending approval.

Doug Fritz -
 Moderator. President/Founder, F2 Strategy
Ryan Nauman - Market Strategist, Informa Financial Intelligence’s Zephyr
April Rudin - Founder and CEO, The Rudin Group
Patrick Jancsy - Head of Advisory Business Consulting, Cetera Financial Group


Doug Fritz       Ryan Nauman       April Rudin       Patrick Jancsy


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