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Feeling stuck growing your client base, building high-value partnerships, or consistently generating leads? You’re not alone, and the New Year is the perfect time to set goals, sharpen your strategies, and start 2026 strong!

If you’re in financial services or insurance, financial advisors, life insurance agents, financial planners, wealth managers, or similar, this live session is designed specifically for you.

Join Dana Alfirevic, Founder of Charlotte Networking Knowledge for a live Q&A + networking session designed exclusively for financial services and insurance professionals. This isn’t a presentation, it’s your chance to ask questions, get clarity, and connect with peers who truly understand your industry.

You’ll learn practical strategies for:
• Expanding your sphere of influence efficiently
• Building strategic referral partnerships
• Generating high-quality leads without wasting hours on unproductive networking
• Leveraging your personal brand to attract the right clients
Event Details:
🗓 Date: Monday, Jan 12
🕡 Time: 5:00–6:00 PM EST
📍 Location: Online (Zoom link provided after RSVP)

Why Attend:
• Ask financial services–specific networking and referral questions live
• Get actionable advice you can implement immediately
• Connect with other professionals in your field and share opportunities
• Learn about the upcoming 6-Week Exclusive Financial Services & Insurance Network Accelerator & Mastermind starting Jan 20, where you’ll learn how to:

  • Build a predictable pipeline of referrals and clients
  • Strengthen strategic partnerships that bring in business
  • Collaborate with a small group of peers to share proven strategies

RSVP Details:
Space is limited to keep it interactive. Reserve your spot today!

About Us:
Charlotte Networking Knowledge helps real estate and finance-based businesses consistently generate high-value referrals, close more deals, and grow their client base. Through our 6-week industry-exclusive mastermind programs and personalized guidance, we teach professionals how to expand their sphere of influence, create strategic partnerships, and strengthen their personal brand.

Join our programs to accelerate revenue growth, save time on networking, and collaborate with like-minded peers who are serious about success.

To learn more about Charlotte Networking Knowledge and our initiatives, visit our website at https://www.networkingknowledgeandgrowth.com and follow us on social media for updates and insights on how we can support your journey to success:

B2B Networking
Financial Planning
Insurance Agents
Business Referral Networking
Finance Professionals

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