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Virtual: From Leads to Lifetime Clients

August 19, 2026 4:00 PM - 5:00 PM (EDT)

Description

From Leads to Lifetime Clients: Technology Strategies for Relationship Management The most valuable technology investments help agents build stronger relationships, not just generate more leads. This webinar explores tools and strategies that support long-term client engagement, referrals, and repeat business.

Key Takeaways: - Relationship-centered CRM strategies - Client retention automation - Referral generation workflows - Measuring relationship ROI 

Hosted by RETI's Warren Dow