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Masters of Retention: From Surviving to Thriving Live – September 29, 2022 Session

September 29 @ 11:00 am - 4:00 pm

Join us on September 29, 2022 for the live workshop Masters of Retention: From Surviving to Thriving.

The high rate of new agent/advisor failure in our profession negatively impacts everyone agents and advisors touch, from clients to other producers in the firm to the firm itself.

The solution? Build a culture that inspires loyalty and a training plan that focuses producers on revenue generating activity from launch through year 4.

This four-hour, hands-on workshop combines research-based best practices with the perspectives of our profession’s best and brightest career developers.

You’ll leave this workshop with –

  • A clear understanding of why 0-4 year producers have left your team, firm, or agency
  • A training plan that focuses 0-4 year producers on revenue producing activity
  • A plan to ensure you have a culture that is attractive to your 0-4 year producers

This workshop consists of 4 hours of live, virtual instruction on Zoom from 11am Eastern – 4pm Eastern with a one hour break from 12pm Eastern-1pm Eastern on September 29, 2022.

Need more information? Contact [email protected] for more information about this workshop. After purchasing your seat in this course, you’ll receive additional workshop materials.

Register today

Finseca Member? Ask [email protected] how to redeem your exclusive member rate!


September 29
11:00 am - 4:00 pm

Forum Max

Phoenix, AZ Registration details to come. Forum MAX is a member-only study group that offers an exclusive opportunity to present, share and receive direct feedback on client cases while growing your network.


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