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How to Deliver 6 Financial Planning Topics That Will Attract Prospects

Free seminars to pre-retirees are a proven way to attract prospects and convert them to clients. But for financial planning presentations to be successful, either in-person or online, you must first determine what topics will interest your ideal client.

Consider partnering with subject matter experts on topics of importance to people approaching retirement in a “Retirement Transitions Series.” 

Here are six topics routinely used by Covisum subscribers to attract prospects.

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