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Keeping you informed and educated.
There's no denying we work in a fast-paced, ever-changing industry. To help you stay abreast of changes, we offer a wide variety of informative training and cutting-edge marketing events. We know that your time is valuable and that most of you are seeing clients during normal business hours, so we create training that is accessible to you 24 hours a day, allowing you to learn when it's convenient for you. Keeping you informed and educated is our goal, but we also want to make marketing and sales easy for you.
Online Training
- Live online sessions on current technology utilized by our financial professionals, usually archived on the Multi-Financial Web site for future viewing as well
- Recorded Click 'n Play sessions on a wide range of topics to view when it is convenient for your schedule. Topics range from ING SmartWorksSM, NetExchange Pro and Advisory Services, to business development and practice building topics.
Marketing Events
We host regularly scheduled conference calls and meetings with our financial professionals to keep you informed of current market trends, product announcements, updates and sales and marketing ideas.
- Market commentaries
- Event-driven commentaries
- Quarterly performance recaps
- Examples of Click 'n Play and value-added ideas and resources:
- Niche Marketing
- Personal Branding
- Transferring Your Business to a Fee-Based platform
- Marketing to Business Owners - a step-by-step process
- Business Continuity Planning
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