Learn how to be client savvy at our August "Watch and Learn" webinar. During this 90-minute presentation, the speaker will provide tips and techniques for helping your firm not only create fierce client loyalty, but also build on those loyalties to gain new clients. Specifically, the webinar is designed to help:

• Identify "promoter" clients
• Discover a repeatable process to negotiate access to referrals
• Identify the three key phases of securing a referral
• Engage your client in the success of the referral

Lunch and soft drinks will be provided.

$15 for members, $35 for non-members. No walk-ins permitted.
Only 20 spots available, so register today!

 Register Now! 

Thank you to our Annual Sponsors: