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Webinars

WEBINARS

Actionable ideas from our thought leaders

Upcoming Workshop
Thursday, 11/20 at 11 am PT / 2 pm ET

Your Guide to Client Testimonials (It's Time to Try!)

Learn how to collect compliant client testimonials that boost your visibility in AI search results – without awkward conversations or compliance headaches.

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Upcoming Workshop

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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