Join us for an Equitable Master Class webcast featuring Rob Kochel from Invesco

Join us for an Equitable Master Class webcast featuring Rob Kochel from Invesco

Equitable® Master Class webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business. 
 
Losing a top client is never a pleasant experience because it makes it difficult to maintain current production levels and grow organically.
 

  • •   72.2% of financial professionals lose a top client each year1

  • •   61.3% of those financial professionals were “surprised”1

 

Join us for our Master Class webcast featuring Rob Kochel to discover how it’s surprisingly simple to manage clients. Contrary to most client retention models that are intensive and time consuming, the Golden Hour model aims to deliver maximum benefit at a truly implementable level.
 

Learn more

Shannon Labby
Vice-President, National Investment Sales
Equitable

Rob Kochel,
Director
Invesco Global Consulting

Date posted: March 27, 2024

 
Continuing Education Credits 
To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only. 
1Source: Study of 405 financial professionals, as conducted by R.A. Prince & Associates, Inc., under a proprietary contract of Invesco Global Consulting during the second half of 2015. Used with permission.

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