Our office will be closing at noon on Friday, May 27th in honor of the Memorial Day holiday. We will reopen at 8:00 am Tuesday, May 31st.

Tuesday, March 8, 2022
11:00AM - 11:30AM
Skills Series: How to Effectively Gather Client Information - Online
Collecting client information is absolutely necessary, however it doesn’t have to be an interrogation. Do you have to go back for additional information? Join us as we share ways to thoroughly collect client data through a conversation while connecting and building a relationship.
This event occurred in the past