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Home›Marketing›From Leads to Lifetime Clients

From Leads to Lifetime Clients

By Craig Grant
August 20, 2026
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From Leads to Lifetime Clients:
Technology Strategies for Relationship Management

The most valuable technology investments help agents build stronger relationships, not just generate more leads. This webinar explores tools and strategies that support long-term client engagement, referrals, and repeat business.

Key Takeaways:
– Relationship-centered CRM strategies
– Client retention automation
– Referral generation workflows
– Measuring relationship ROI

Hosted by RETI’s Warren Dow


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