Upcoming Webinar

Effective Strategies for Optimizing Client Retention and Referrals

Date: Thursday, August 27, 2026
Time: 1:00 PM EST

92% of consumers trust the referrals or recommendations of people they know personally.1

Attend our upcoming webinar and discover effective strategies for optimizing client retention and referrals. We will cover proven methods to grow your client base and sustain relationships.

Reserve Your Spot

Please confirm with your broker dealer prior to registering for this event. Registered representatives who are not affiliated with Simplicity Securities are solely responsible for insuring they are allowed to attend.

On the webinar, learn how to:

  • Engage prospects and cater to their interests
  • Receive tactical planning guidelines
  • Coach clients to make referrals

1. Borowski, C. (2017, Oct 30). B2B demand generation benchmark report. Software Advice. Retrieved September 12, 2022

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