The theme for our September forum is the common question of ‘Retention, reprice or refinance?’. While current conditions are seeing a drop-off in new leads, it’s important to remember the opportunities that come from servicing existing clients.

To start the conversation, we’ll hear from Adam Grocke, founder and CEO of retention and refinance platform Sherlok.

A panel of experienced brokers and industry experts will also share client retention best practice and mistakes to avoid. Facilitated by the MFAA Forum Planning Group, it’s an open mic forum where you can direct any questions to the panel.

Register for the event.