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Serenia Life: Engage your clients effectively – The Power of conducting a thorough fact-find
July 25, 2023 EDT @1:00 pm - 2:00 pm
Join us for an engaging and informative training session designed specifically for advisors seeking to enhance client engagement and maximize their potential for success. In this session, we will delve into the crucial aspects of the qualification process and the importance of conducting a comprehensive fact-find.
1 CE Credit
