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Finseca Webinar: The 21st Century Sales Funnel: How to Get More Leads, More Sales & More Referrals

June 3, 2021 @ 1:00 pm - 1:45 pm

What does it take to reach and convert today’s consumers? Where is your best source of leads? How can you build a business that’s flexible and scalable?

To be a successful producer today, you need a sales funnel that generates leads, converts those leads, and turns them into satisfied clients who generate referrals. And when you identify a customer’s needs based on their stage in the funnel, you make the sales process more efficient for you and more relevant to them.

In this webinar, you’ll learn:
• the three key stages in the 21st century sales funnel
• how to use that funnel as a roadmap to create process efficiency
• how to maximize the lifetime value of every client
• how to standardize and systematize your marketing

If you want to increase conversions, be more consistent with marketing, and discover your best – and often overlooked – source of leads, this webinar will show you how.

Speaker: Ryan Pinney | President, Pinney Insurance Center


Have an immediate question? Contact events@finseca.org


June 3, 2021
1:00 pm - 1:45 pm

Politics and Policy Update

Topics: 2022 Tax Policy Reform, Estate tax, income tax, policy

Join Finseca’s host Josh Caron and Bradford Campbell of Faegre Drinker for the most up to date tax developments. You’ll hear about : Potential tax changes in the Build Back Better plan Standards of Conduct and the expiration of the temporary enforcement policy due on February 1st. Register today Have an immediate question? Contact events@finseca.org