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INFINEX'S WHEEL OF GROWTH
2023 MONTHLY SPOTLIGHT TOPICS
Webinars, Articles, Personalized Consultations & More

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.

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Q2: Keys to Success
Program Managers: Book Acquisitions & More

(April Session)

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Q2: Keys to Success
Branch Engagement & How Infinex Can Help

(May Session)

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Q2: Keys to Success
Succession Planning


 

WEDNESDAY,

JUNE 14TH

Northeast Dates

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.

2023 Topics All
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