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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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Q1: Technology Focus
Working Your Book of Business & Infinet
(January Focus Topic)

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Q1: Technology Focus
Data Specific Marketing:
What You Need to Know

WEDNESDAY,

FEBRUARY 15TH

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Q1: Technology Focus
5 Infinet Tools to Enhance Business Management

WEDNESDAY,

MARCH 8TH

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 15, 2023* -  Data Specific Marketing: What You Need to Know | Register Now

March 8, 2023 - 5 Infinet Tools to Enhance Business Management | Register Now

*This webinar was originally scheduled for February 8th, but had to be changed due to a scheduling conflict.

Q2: Keys to Investment Program Success

April 12, 2023 - Program Manager Focus: Book Acquisitions, Recruiting, & Right-Sizing

May 10, 2023 -  Branch Engagement & How Infinex Can Help

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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