Client events build community at Boosst. If you want to host just one event this year, think about how you can get your clients to talk and share their experience on topics of interest to THEM #ProgPlan23
I quickly asked for some thoughts from @langcatnat from the day at #ProgPlan23. Seems our TED style short, actionable sessions aimed specifically at financial planners really chimed, specifically the ‘choose your own adventure’ slot by Keith Butten of @boosstFinancial
🎉 Congrats to Gabby Butten & Tom Kenny on earning ISO 22222 certifications! This is a big step towards excellence in financial services. Welcome to our community of quality-focused pros.
Well done! 🌟
#ExcellenceAsStandard#ISO22222