Create Leads From Professional Relationships

LIVE WEBINAR

Monday Apr 8, 2024 10:00 AM PST

Time: 10:00 am PST/ 1:00 pm EST

Join us for our Monday Morning Leadership & Advisor Fast Track Meetings where we discuss markets, the economy, and what the future may or may not hold as we offer our perspectives on each. This weekly meeting is designed to give advisors the tools they need to engage with their clients in the most meaningful ways by offering up our most current insights.

The Advisor Fast Track Meeting takes this a step further by offering continuous advisor training on systems and relationship management. Our goal is to equip our advisers in the best way possible to serve their clients the most important needs and address the most important issues.

  • Learn From Seasoned Advisors
  • Portfolio Building Discussion
  • Help With Specific Cases
  • Q&A Session

Join the founders of Protection Point Advisors in our Leadership Meeting where we discuss market conditions, portfolio returns, and help advisors with their specific client case questions.

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