Actionable ideas from our thought leaders
Learn how to turn client testimonials into greater visibility, stronger trust and business growth, with practical tips and real-world insights from an advisory firm already putting them to work.
LPL advisor Gwen Canonico joins Samantha Russell and Susan Theder to walk through exactly how she’s generating and closing leads directly from her website, and how you can apply the same moves in your own practice.
Join us for a practical look at how to turn the estate planning conversation into a relationship with the whole family. Walk away with tools to open the conversation with confidence and become the advisor the next generation already knows by name.
PAST WEBINAR ATTENDEE
“Widely opened up my eyes to Advisor marketing for which I have no clue on how to do.”
PAST WEBINAR ATTENDEE
“Every webinar I attend, I am learning something new.”
PAST WEBINAR ATTENDEE
“Susan and Samantha are always so helpful and humble. I love that they even ask attendees for what they see in their practice. They promote a community vibe.”
PAST WEBINAR ATTENDEE
“Sam and Susan are always great with the content that they provide in their webinars. It’s always informative and everyone should be able to take away at least one thing.”
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