Practice Management Takeover With Maureen Wilke - Summer Client Acquisition Strategies - Part 2 [46:25]


Join Redtail and Maureen Wilke, founder of The CONNECTED Advisor, as they share three timely strategies to acquire new clients in the summer. Summertime can be a challenging time to meet prospects and potential new clients. How would it impact your practice if you got one referral from 5-10 of your top clients? This session integrates with Redtail’s CRM and includes the “how to” steps with templates to connect with clients and COIs for referrals through:

  • A Summer Communications Calendar
  • Successful Summer Events and Workshops – virtual and in-person
  • Beneficiary Updates

You won’t want to miss these valuable strategies!


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk