“In the time I've had the privilege of working with Laurent, he has exhibited exceptional leadership, particularly in organizing high-end events within the Financial Planning industry. His ability to coordinate, manage, and oversee these events underscores his adeptness in orchestrating complex tasks. He is also an accomplished speaker and presenter demonstrating his knowledge of the subject matter. Moreover, serving on the Board for Advocis, Laurent has further showcased excellent communication and organization skills. His longstanding involvement has been valuable, and his contributions substantial, demonstrating his dedication and commitment to not just his own personal growth but the growth of the industry as well.”
Laurent Munier, PFA
Vancouver, British Columbia, Canada
4K followers
500+ connections
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Contributions
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How can you stay top-of-mind with prospects?
Some of the things we do to stay top-of-mind with both clients and prospects are: - Email newsletter - Posting on social (and adding clients and prospects on socials) - Sending birthday cards to all our clients - We have an annual review system to contact and meet with all our top clients every year to catch up on what's changed in their lives. I hope this helps you. Feel free to message me if you've got any questions or need clarification.
Activity
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Some stellar work coming out of the shop these days - huge shoutout to Primasun and our Massive Media team for pulling off something so deep…
Some stellar work coming out of the shop these days - huge shoutout to Primasun and our Massive Media team for pulling off something so deep…
Liked by Laurent Munier, PFA
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Thought of the Day: Here’s a hard truth: not every financial strategy or product is made for everyone. Many of the concepts designed for the wealthy…
Thought of the Day: Here’s a hard truth: not every financial strategy or product is made for everyone. Many of the concepts designed for the wealthy…
Liked by Laurent Munier, PFA
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Are you looking for a Digital Marketing Manager? Vanessa Tam is available - see details in the post below.
Are you looking for a Digital Marketing Manager? Vanessa Tam is available - see details in the post below.
Shared by Laurent Munier, PFA
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