Forum 400: How members are ACTUALLY getting referrals
June 17 @ 11:00 am - 12:00 pm
This will be an open discussion on how we explain to clients that what they have been shown is extremely unlikely to work out, how to point out the risks, and how to be a valuable advisor to the client.
Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for attendees to share their opinions on the topic. Please come to share, as that is why we are all part of Forum 400.
If you are interested in membership in Forum 400, please contact forum400@finseca.org.
