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FSA Peer Group: File Review/ Setting Appointments (October 10, 2024)

Thursday, October 10, 2024 10:00 am - 11:00 am PDT

This course is for Family Service Advisors. All times are listed in Pacific Standard Time (PST). Please adjust your time accordingly. Join a virtual Zoom session where we embrace the power of the File Review Advantage and revolutionize your appointment setting process. Discover how effortlessly scheduling file reviews can lead to remarkable productivity and pave the way for a wealth of opportunities. From generating referrals to facilitating additional planning, this proven method propels your business forward. Join us to harness the full potential of file reviews and unlock a world of possibilities for your success.

Details

Date:
Thursday, October 10, 2024
Time:
10:00 am - 11:00 am PDT

Venue

Virtual Zoom Session

Prerequisites & Compliance Requirements