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Webinar: The Pivot Playbook: Turning Clients Into Lifelong Customers

15 July, 2025 9:00 AM-10:00 AM PDT

Join AIM’s Derek Lape to learn how to more confidently pivot from a single policy sale to a full suite solution without sounding pushy or salesy. This session will give you real-world scripts, proven strategies and conversation cues to help you increase client retention, trust and better service your clients’ needs.

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The Pivot Playbook: Turning Clients Into Lifelong Customers

7/15/20259:00am PDT1 hour
Join AIM's Derek Lape to learn how to more confidently pivot from a single policy sale to a full suite solution without sounding pushy or salesy. This session will give you real-world scripts, proven strategies and conversation cues to help you increase client retention, trust and better service your clients' needs.