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How The BLBB Advisors Team Leverages Caribou To Attract & Retain Clients

About 45 minutes

About this event

Curious how other financial planning firms use Caribou’s healthcare planning software? Interested in hearing directly from an advisor what the benefits of offering healthcare planning are? This short webinar is for you!

Join Clifford Haugen, President & Financial Advisor at BLBB Advisors, and his team of advisors on June 5th, 2024 as they walk through how they use healthcare planning as a way to attract prospects, and how HealthPlanning Analyses have created additional, meaningful touchpoints with existing clients.

Hosted by

  • Guest speaker
    BG G
    Brian Gallagher

  • Guest speaker
    G
    Clifford Haugen

  • Guest speaker
    BM G
    Brianna March

Caribou

Learn how we help financial advisors and their clients build stronger financial futures through healthcare planning.

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