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Teaming: A strategy for success for the new adviser and a growing practice

webcast 2017-03-28

Cold calling can be the make-or-break of any new adviser, and a lack of mentoring can leave potential talent on the sidelines. Teams that onboard these young recruits provide valuable benefits that help advisers meet the challenges of starting out, while at the same time giving them much- needed guidance. The recruit, meanwhile, helps grow the business.

View Archived Webcast

Date: Tuesday, March 28, 2017

Time: 4-5 PM ET

Register for this exclusive webcast where leading industry experts will discuss:

  1. How teaming compares with going alone as a solo practitioner.
  2. The greater resources that come with joining a team.
  3. The mentoring and succession opportunities that come from working with seasoned planners.

Attendees may submit questions before and during the live event. This free and invaluable resource will help you, your current clients and prospects.

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.

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