Advisors who have succeeded beyond the rookie stage may find themselves considering how to propel their business — and their career — forward.
In this exclusive, interactive webcast, our panel of expert speakers — including Tim Niemann, Principal, Advanced Training — Advanced Branch Team Performance at Edward Jones and two advisors who have expanded their businesses in recent years — will discuss ways in which advisors can take the next steps needed to achieve business success.
* Approved for 1 IMCA CIMA®/CIMC®/CPWA® CE Credit. Approved for 1 CFA Credit.
Date: Tuesday, November 1, 2016
Time: 4-5 PM ET
Specifically, they will address issues of concern to producers who have cleared the initial hurdles and are now on the threshold of their career's best years:
- How to plot a career course that satisfies your needs, your client needs and those of your firm and your other team member(s)
- How to attract new clients and assets
- How to serve clients' investment needs holistically
- How to bring efficiencies to the way you conduct your business
Join us for a practical discussion intended to help up-and-coming advisors become a more valuable resource for their clients.
Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.
For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email firstname.lastname@example.org for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.