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2026 Frontline Branch Series - Summer Series

Frontline Branch Series is a 4-part, comprehensive series for beginning and new frontline professionals that focuses on creating a client-friendly environment on a budget.

This series will focus on how we deliver the ultimate client experience, streamlining work processes to make things fun for employees and the client, resulting in the optimal institution of the future.

The series includes group discussion and problem solving, fresh ideas through presentation, and a case-study.

  • May 13 - Culture Shifting in Financial Institutions
  • June 24 - Wowing A Client
  • July 29 - Your Advisory Role
  • August 26 - Ambassadorship & Growth
When
5/13/2026 8:00 AM - 11:00 AM
Central Daylight Time
Where
Virtual

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