Register | Effective Strategies for Optimizing Client Retention and Referrals

Thursday, March 5, 2026 | 1:00 PM ET | Virtual Event

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

Attend on March 5th and discover effective strategies for optimizing client retention and referrals. We will cover proven methods to grow your client base and sustain relationships.

On the webinar, learn how to:

Engage prospects and cater to their interests

Receive tactical planning guidelines

Coach clients to make referrals