Videos

How do you cultivate client relationships in a way that keeps your clients engaged - and - increase your referral base? Join us to learn more about Prospect Square - your key strategy to effortlessly keep clients and your SOI informed about what they care about the most. This hour long class includes:What is Prospect Square and why do I need it?What are the main differences between Prospect Square and InTouch or Zap?Profile set upAdding contactsReport types and uses: Quarterly, Area, and MarketHow to create  and share reportsImportant actions to watch for in Prospect Square Analytics
Congratulations!  You’ve chosen to embark on an exciting career adventure where you can fulfill your dreams as you make dreams come true for your clients.

Pages