General Session #4 - First Date, Best Date

Every new relationship is precious and fragile. Learn how to start off on the right foot with every client in this interactive, choose-your-own-adventure session. It’s not a panel, but a live illustration of the dos and don’ts of your first assignment with a new client. The players will be real-life Asset Managers and successful agents, living out real-life scenarios and breaking them down for you.