Practice management webinars:
Step outside the day-to-day work in your practice and spend an hour focusing on your practice
Designed to help advisors better manage and grow their firms, this series of webinars highlights specific methods, tools and techniques advisors can use to enhance client service while improving profitability.
Led by veteran advisor and former President of the Financial Planning Association Elizabeth Jetton, CFP®, all sessions are focused on practical topics that are at the core of every advisory firm. Learn research-based techniques for building your dream firm, as well as how to facilitate, automate and streamline many of the manual steps and workflows involved in delivering outstanding customer service.
How to register:
- Choose a session below and submit registration information
- After your registration is processed, you will receive a confirmation email with a link to access this session
| Practice Management Webinar |
| Practice Management: Additional Connections |
