I am excited to co-host a session with Margaret Kosmerl of Blue Heron Financial Group to discuss strategies for building lasting loyalties at LPL Focus 2025! During the session, you’ll discover innovative ideas for engaging your ideal clients through tailored social media and learn how data insights can help you attract and win more clients. This session is part of the Curated Growth Agenda. lnkd.in/e_fSCSMd