The Science of Goal Setting and Goal Getting
Feeling anxious about your 2019 planning? That’s because our prospecting goals often aren’t very clear. Case in point, 77% of advisors told us that they didn’t even focus on a specific target market last year.1
Kick start your planning right and join us to discover how to turn prospects into clients. Learn how to identify the personality traits, acquisition methods, and demographic factors of your top 25 clients. You’ll then see how that info can be turned into a precise prospect profile.
Get on track now and stay on track in 2019 by learning how to:
Date: Tuesday, December 11
Time: 4:00 p.m. ET / 1:00 p.m. PT
Regional Vice President