Using Events to Grow Relationships with Clients & Prospects

Jackie Mittelhammer, Client Experience Officer of ClearFocus Financial, works to make every client feel like they’re part of the family. In this episode, discover how she works with, Amber, her FMG Suite marketing specialist, to plan events for clients and prospects that offer financial education AND a chance to socialize. Plus, learn how she harnesses email analytics to turn readers into clients.

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