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Tag: Client Events

CASE STUDY – Virtual Client-Attraction Social Events
July 29, 2020Posted by Bill Cates

Bring-a-Guest events have long been a staple in financial services as a way to meet qualified prospects. But what about in this virtual world we’re living in at the moment? Can Social Event Marketing still work? Enter Lisa-Marie Winnings, a highly successful, 24-year veteran of financial services. Lisa-Marie told me, “I didn’t want to be…