2023 WHEEL OF GROWTH AGENDA
Infinex’s 2023 monthly spotlights will highlight the Wheel of Growth! Infinex subject matter experts will focus on a crucial growth area every quarter, and each month, we will emphasize specific resources that will help you enhance your practice.
Look for email notifications and check CONNECT for announcements regarding our monthly Wheel of Growth webinar. The monthly spotlight will include an associated newsletter article, reference materials, and personalized consultations with your Infinex Relationship Manager.
2023 Topics & Webinar Dates
All webinars are the second Wednesday of every month at 2:00 p.m. ET
Q1: Technology Focus
January - Working Your Book of Business & Client Central | View Article | View Recording
February - Data Specific Marketing: What You Need to Know | View Guide | View Recording
March - 5 Infinet Tools to Enhance Business Management | View Reference | View Recording
Q2: Keys to Investment Program Success
April - Program Manager Focus: Book Acquisitions, Recruiting, & Right-Sizing | View Recording
May - Branch Engagement & How Infinex Can Help | View Guide | View Recording
June 14, 2023 - Succession Planning
Q3: Growing Your Practice With Wealth Solutions
July 12, 2023 - Advisory Services
August 9, 2023 - Infinex Insurance: Prepare for Life Insurance Awareness Month!
September 13, 2023 - Trust Service (This topic could change given 2023 resource initiatives)
Q4: Success Stories & Ideas for Future Growth
October 11, 2023 - Elite Advisor Panel, Success Stories & Tips
November 8, 2023 - Business Planning Tools
December 13, 2023 - 5 Ideas to Drive Revenue in 2024
FOR FINANCIAL PROFESSIONAL USE ONLY.