Watch our October installment from our webinar series co-hosted by Nik Fergusson and James Fraser, where they discuss how to best use planning with your clie…
August 2022 Webinar - How to Nurture an Insurance Lead Campaign
Join us on August 25th for a fire-side discussion between Senior Account Executive Jon Jarvie and Co-found and CEO of HeyAdvisor, Emily Reed. Emily joins Jon…
May 2022 Webinar - Enhance Your Client File With These Features
Join our Monthly Webinar hosted by LDA President, Charlie Conron. This month Charlie will showcase features in LDA that will help you to enhance your client file.
Join our Monthly Webinar hosted by LDA President, Charlie Conron. This month Charlie will showcase our new IFA report components as well as other new LDA features.
Join us for our February 2022 Webinar, hosted by Nik Fergusson. This month he will be hosting an open office Q&A period, where he will answer any LDA questio…
