Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director

Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Join Rob and Shelley as they give you an overview of the various internet tools and social media that you’ve heard about as well as advanced ideas that you may not have heard about. Discover ways to compel your prospective clients to completely engage you, your team, and your process.