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Producers on the Fast Track: Taking Your Business to the Next Level

webcast 2016-11-01

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:

  1. How to plot a career course that satisfies your needs, your client needs and those of your firm and your other team member(s)
  2. How to attract new clients and assets
  3. How to serve clients' investment needs holistically
  4. 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.

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.

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