Events

Tools To Strengthen Your Client Communications 201

Do you want to send automatic birthday texts to your clients? Or, how would you feel about having prospects schedule meetings with you directly from your Facebook marketing campaign—ensuring you never miss a lead? Both of these—and more—are possible today using MyRepChat, our compliant texting solution and ScheduleOnce, our smart scheduling tool.

In this session, we’ll give you some great tips and tricks to utilize these tools in new and unique ways. We’ll give you ideas to save time, save money, strengthen your prospecting efforts, and build stronger client relationships.

But don't take our word for it! One of your fellow advisors will be joining us to explain just how he’s using these tools in his practice.