Did you miss the WIN sponsored webinar, “Taking the Mystery Out of Advanced Sales”?
Thank you to Ellen Lehmert, AVP, Advanced Sales, and Desiree Day, Advanced Sales Specialist for showing us the opportunities and resources available in the Advanced Sales markets! If you haven’t explored the Advanced Sales markets, this recording will give you the inspiration you need to start working with high net worth individuals, business owners and their families along with charitable and nonprofit organizations.
Learn more about some of the resources referenced in the webinar:
- Click here for Advanced Sales markets, resources and who to call
- Click here for information on working with CPAs