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Please select this option to search for activities added within the last 60 days.

  • $39.00
    1.5 Credits
    Ongoing Activity

    Client Relations in the Post CRM2 World - A Guide for Advisors

    ES Computer Training

    A seminar that focuses on the CRM2 rules and addresses the most important questions financial professionals are facing in the post CRM2 world. The new seminar is  90-minutes in duration and addresses ...

  • $279.00
    7 Credits
    Various Locations

    Social Networking for Finance Professionals

    ES Computer Training

    This seminar outlines the fundamentals and benefits of social media as means of effective communication channels (to facilitate communication with clients and colleagues), as efficient client ...

  • $399.00
    7 Credits
    Various Locations

    Understanding CRM2's Performance Reporting: A Guide for Advisors

    ES Computer Training

    A hands-on, instructor-led seminar that will provide a comprehensive overview of CRM2 performance reporting and an in-depth look at tools (MS Excel, Performance Reporting Software) that will help the ...

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