NASDAQ reported that since 2020, nearly 22% of investors made the jump to a new financial professional. Engaging clients in different stages of life with events can increase retention. Join Patti Hausherr, Vice President, Sales Strategy at Athene, to discover 5 essential elements of a highly successful event and how to get started. She’ll share ways you can:
Plan and execute memorable events to help attract and retain valuable clients.
Utilize creative event topics that can reach clients where they are in life.
Obtain a full project plan and checklist for your next event.
NASDAQ reported that since 2020, nearly 22% of investors made the jump to a new financial professional. Engaging clients in different stages of life with events can increase retention. Join Patti Hausherr, Vice President, Sales Strategy at Athene, to discover 5 essential elements of a highly successful event and how to get started. She’ll share ways you can:
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