March 17: Half Day Program

March 17: 8:30 to 12 noon. Half Day Program
MFS Investment Management, 111 Huntington Ave, Boston.
3 CFP Ce’s Pending approval

Striking it Niche! Fixed Income Update Behavioral Economics

STRIKING IT NICHE! with Stephen Wershing
How would you like prospective clients to call you rather than the other way around? How much more could your business grow if your clients referred just the right prospects at the right time for them, and those people actually followed through and contacted you?
The secret is niche marketing.

Fixed Income Market Update
with Geoffrey Schechter, CFA, CPA, Fixed Income Portfolio Manager MFS Investment Management

Morningstar’s Erik Johnson is the Marketing Optimization Manager on Morningstar’s Behavioral Insights Team, where he applies behavioral science principles and experimentation to marketing processes and communications

Register today! Register Today!

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