
TRAINING AND EDUCATION
WORKSHOPS AND WEBCASTS
On a monthly basis, we conduct 30 - 45 minute webcasts and live events with open forum Q and A. These trainings are tactical in nature and focus on business building and practice management topics that advisors can implement TODAY to build and improve their practices.
We also have relationships with various levels of management from many national, regional and independent firms. For asset managers specifically, we are pleased to facilitate proactive access and introductions to management where applicable.
WORKSHOP TOPICS
Opportunity In Crisis - Strategies Client Retention and Growth
Become the New Age Advisor…Survive, Thrive & Grow In the New Normal
Top 10 Advisor Marketing Ideas
The WOW Client Experience
Generate Practice Alpha
The 45 Minute MBA: Running Your Practice Like a Business
Elevating the Client Experience
Top Marketing Ideas to Connect to the Next
Advisor-phobia
Developing Your 2021 Business
Segment for Success
Client Onboarding – the First 90 Days
Best Practices When Using LinkedIn
10 Questions to Ask in Every Meeting
Cultivate Your Centers of Influence
The 45 Minute MBA for Sales Assistants