Online Round Table for Financial Planners & Investment Managers. February discussion - "Showing Clients the Love: Marketing Ideas that Build Relationships". Bring your best ideas to share!
Free and open to members and not-yet-members. However, recordings and materials will be available exclusively to NAAIM members.
May 15, 2025 - 4:15 PM ET - 5:00 PM ET - or later if you would like to continue the discussion.