Date & Time
Monday, April 29, 2024, 2:00 PM - 3:00 PM
The Benefits Coach Approach: A Strategic Playbook, A Winning Quarterback, and Evaluating Your Plays

Join us in this engaging and game-changing session about just that- how the game has changed for advisors. You'll learn to take a new approach that keeps and wins more clients by building a strategic playbook, partnering with a winning quarterback, and evaluating your plays along the way. Don't miss out on this session highlighting the parallels between advising and coaching.

Location Name
Crest 4