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2026 Frontline Branch Series - Winter/Spring 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.

  • January 28 - Culture Shifting in Financial Institutions
  • February 25 - Wowing A Client
  • March 25 - Your Advisory Role
  • April 22 - Ambassadorship & Growth
When
1/28/2026 8:00 AM - 11:00 AM
Central Standard Time
Where
Virtual

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