Part II of a two-part WOWcast series—Cyber Selling and Servicing—is coming. Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In this special WOWcast series, a panel of exceptional individuals share their expertise and insights on how best to harness technology to do just that.
Panelists include:
- Tom Lakatos, Vice President, Branch Development, Lincoln Investment
- Kevin Clark, CFP, Financial Advisor, Lincoln Investment
- Jared Weiss, CPA, Financial Advisor, Lincoln Investment
- Jackie Banister, Director of Sales Operations and Compliance Specialist at Kades Margolis Corp.
- Bill Fisher, Director of Business Development, PenServ Plan Services
Don’t miss Part II of this very timely WOWcast series, which is packed with meaningful information, as well as about Cyber Selling best practice tips and techniques, that NTSA members can use now.
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