​SmartPlans Best Practices Workshop with Noel Marrero

​In this class, you will learn how to create and implement a strategic, year-round touch system that keeps you consistently connected with clients and prospects. From holiday greetings to market updates, discover how to design a well-balanced annual touch calendar that ensures you stay front-of-mind throughout the year. Learn how to systematize these touches, making client engagement seamless and manageable, so you can foster long-term relationships, boost referrals, and maintain a steady stream of business—Without feeling overwhelmed.

​When: Thursday, Jan. 2nd, 10am-12pm

​Where: Naperville Training Room