Latest Past Events
FSA Back to Basics 3: Focusing on Asking for Referrals, Asking for the Sale, and Follow-Up (April 16, 2026)
Virtual Zoom SessionThis course is for Family Service Advisors. All times are listed in Pacific Standard Time (PST). Please adjust your time accordingly. Join us online via Zoom. "Back to Basics 3" is the third class in a high-level refresher series for experienced Family Service Advisers. This session focuses on reinforcing essential skills related to asking for referrals, asking for sales, and ...
FSA Back to Basics 2: Focusing on Presentation, Tour, and File Review Appointments (April 15, 2026)
Virtual Zoom SessionThis course is for Family Service Advisors. All times are listed in Pacific Standard Time (PST). Please adjust your time accordingly. Join us online via Zoom. "Back to Basics 2" is the second class in a high-level refresher series designed specifically for experienced Family Service Advisers. This session is not just about theory, but about practical skills that you can ...
FSA Back to Basics 1: Focusing on Phone Skills and Setting Appointments (April 14, 2026)
Virtual Zoom SessionThis course is for Family Service Advisors. All times are listed in Pacific Standard Time (PST). Please adjust your time accordingly. Join us online via Zoom. "Back to Basics 1" is the first class in a high-level refresher series for experienced Family Service Advisers. This session focuses on reinforcing the fundamental skills essential for success, including phone skills, handling objections, ...