Content
1 module
Rating
Course length
80 mins
Instructor
Nancy Allen
Price
$11.00 USD
Description
This session examines how structured intake practices, referral networks, and professional partnerships can help agencies convert inquiries into lasting client relationships. Viewers will learn strategies for working with elder law attorneys, financial professionals, trust officers, and other referral partners to support sustainable growth.
Speakers/Course Authors - Nancy Allen & Arlene Maxim
Objectives
By the end of this webinar, attendees will be able to:
- This session explores how agencies can convert inquiries into long-term clients through structured intake processes, strategic referral networks, and professional partnerships
Certificate
By completing/passing this course, you will attain the certificate HCAF Course Certificate
Learning credits
CE
1.5
1.
HCAF: Pipeline Ignition: Client Acquisition Strategies That Work
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