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Monday
June 1, 2026
Mastering Calendars: Module 2 — Using Claudia AI for Automatic Meeting and Call Note-Taking
LeadCenter University
June 01
01:00 PM -
02:00 PM
Central Time - US & Canada
Tuesday
June 2, 2026
Mastering Calendars: Module 3 — Building Email and Text Templates for Appointment Communications
LeadCenter University
June 02
01:00 PM -
02:00 PM
Central Time - US & Canada
Wednesday
June 3, 2026
Workflows: Module 1 — Introduction and Key Concepts
LeadCenter University
June 03
01:00 PM -
02:00 PM
Central Time - US & Canada
Thursday
June 4, 2026
Mastering Workflows: Module 2 — Managing Service Teams in Workflows
LeadCenter University
June 04
01:00 PM -
02:00 PM
Central Time - US & Canada
Thursday
June 4, 2026
June 04
02:30 PM -
03:30 PM
Central Time - US & Canada
Completed Events
Friday
May 29, 2026
Mastering Financial Advisor CRM: Module 1 — Overview of LeadCenter
LeadCenter University
May 29
10:00 AM -
11:00 AM
Central Time - US & Canada
Thursday
May 28, 2026
Mastering Calendars: Module 1 — Getting Started with Calendars and Appointments in LeadCenter
LeadCenter University
May 28
02:00 PM -
03:00 PM
Central Time - US & Canada
Wednesday
August 27, 2025
How to Optimize Your Sales Pipeline to Convert More Leads
LeadCenter University
August 27
01:00 PM -
02:00 PM
Central Time - US & Canada
Wednesday
August 20, 2025
Reports and Business Intelligence
LeadCenter University
August 20
01:00 PM -
02:00 PM
Central Time - US & Canada
Thursday
August 14, 2025
Events Marketing Management
LeadCenter University
August 14
01:00 PM -
02:00 PM
Central Time - US & Canada
Wednesday
August 13, 2025
Email and Text Marketing
LeadCenter University
August 13
01:00 PM -
02:00 PM
Central Time - US & Canada
Thursday
August 7, 2025
Managing Email and Text Templates with Shortcodes
LeadCenter University
August 07
01:00 PM -
02:00 PM
Central Time - US & Canada
Wednesday
August 6, 2025
Thursday
July 24, 2025
Financial Accounts Management
LeadCenter University
July 24
01:00 PM -
02:00 PM
Central Time - US & Canada
Wednesday
July 23, 2025
Sales & Operations Training
LeadCenter University
July 23
01:00 PM -
02:00 PM
Central Time - US & Canada
Thursday
June 12, 2025
Online
June 12
01:00 PM -
01:45 PM
Central Time - US & Canada
Details
Completed
Thursday
May 22, 2025
Increase Seminar Lead-to-Appointment Conversion with LeadCenter and Financial Seminar Services
Webinar
Online
May 22
01:00 PM -
02:00 PM
Central Time - US & Canada
June 1
Mastering Calendars: Module 2 — Using Claudia AI for Automatic Meeting and Call Note-Taking
01:00 PM - 02:00 PM
June 2
Mastering Calendars: Module 3 — Building Email and Text Templates for Appointment Communications
01:00 PM - 02:00 PM
June 3
June 4
Mastering Workflows: Module 2 — Managing Service Teams in Workflows
01:00 PM - 02:00 PM
June 4
Completed Events
May 29
Mastering Financial Advisor CRM: Module 1 — Overview of LeadCenter
10:00 AM - 11:00 AM
May 28
Mastering Calendars: Module 1 — Getting Started with Calendars and Appointments in LeadCenter
02:00 PM - 03:00 PM
August 27
How to Optimize Your Sales Pipeline to Convert More Leads
01:00 PM - 02:00 PM
August 7
June 12
Want $1B+ AUM? Track These 5 KPIs Like Top Advisors
Online
01:00 PM - 01:45 PM
View Details
Completed
May 22