Check out the audio/video from our recent best practices webinar featuring Rich Groff, founder of the Financial Edge Workshops & Coaching Series.

Applying Repetition to Your Retention and Prospecting System

During the webinar, Mr. Groff provided valuable insight and advice on:

  • leveraging your client relationships and identify quality prospects
  • implementing a business infrastructure that retains clients and meets a broad set of their needs
  • starting a campaign, devising a budget, remaining persistent, and keeping clients for life