Sales Portfolio, Is Yours Performing?

Your financial portfolio can make or break you in an instant, especially if you are not keeping your eye on how well it is or isn't performing. Your sales portfolio has many of the same characteristics—which clients are volatile? High risk? Who should you dump? Where do you place most of your assets—time and marketing—to ensure the greatest return on your investment? This seminar will help you determine how well your sales portfolio is performing, and how to balance your portfolio to ensure maximum profitability. Seats are first come, first served for this session.
Speakers: (click image for details)
Cliff Quicksell, MAS+ Cliff Quicksell & Associates View speaker details
  • When: Tuesday, January 14, 2020
  • Time: 10:30 AM - 11:30 AM
  • Where: Show Floor Professional Development Area Room 1
  • MAS/CAS: MAS 1.0