Winning Clients Online: Top Advisors' 10 Best Kept Secrets

    Date & Time

  • This webinar is now available On-Demand.
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    Event Type

  • On-Demand Webinar


  • Free


Bart Wisniowski


Jason Lindstrom
Managing Partner


As one of the nation’s top 25 advisors, Greg Friedman has a earned a reputation of building his firm, Private Ocean, using technology in new and innovative ways to serve his clients better. Join this webinar as we take a case study approach to Friedman’s methods and learn how you can generate more leads and increase your client base, all while keeping your existing clients happy by using an excellent web strategy.

Join us as we discuss:

  • How the nation's top producers are using the web to build their practice
  • How these top producers connect their website, social media and traditional marketing activities into a powerful marketing machine
  • 10 tips from top advisors that you can use immediately to begin building your business.


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