Classes
Evolve II Service (SEPTEMBER)

Evolve II Service (SEPTEMBER)

Sep 22
Sep 24
12:00 pm
2:00 pm
(EST)
Learn:
Expand on the concepts taught in Evolve I and gain additional knowledge and processes.Day 1: Take a deep dive into the 4R Customer Care Process. Day 2: Gain the skills to turn service transactions into financial services production. Day 3: Increase office efficiencies and learn effective BOD management
Audience:
Event Overview:
Agents and Team Member
Recommendation:
Though not strictly required, Evolve I is recommended prior to enrollment in Evolve II.
Instructors:
Dan
Brady
Class Resources
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September 22, 2025 12:00 PM
September 24, 2025 2:00 PM
America/New_York
Agents and Team Member
https://us02web.zoom.us/j/88235150739
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