Broker Check
18 Jan
Third Thursday Zoom Call - Nehemiah McFarlin with Dunham Trust: Practice Management & Oracle DC

Description

Presentation Topic - 

Practice Management: Strategizing unique ways to get referrals without asking for the referral. Lead generation tools, compliments of Dunham.

Oracle DC: How Dunham is revolutionizing the way advisors invest. How we can help to protect your clients from sequence risk and help to protect the value of your practice.

Date and Time

Thu, Jan 18, 2024

1:30p - 2:30p PST

Location

via Zoom

PT1H

Event Registration