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RETI Webinar: From Leads to Lifetime Clients

August 19, 2026 4:00 PM - 5:00 PM (EDT)

Description

From Leads to Lifetime Clients: 

Technology Strategies for Relationship Management 

The most valuable technology investments help agents build stronger relationships, not just generate more leads. This webinar explores tools and strategies that support long-term client engagement, referrals, and repeat business. 

Key Takeaways: 

- Relationship-centered CRM strategies 

- Client retention automation 

- Referral generation workflows 

- Measuring relationship ROI 


Hosted by RETI's Warren Dow