[REPLAY] Client Events Reimagined from Athene

Recorded 01/28/2025 

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.