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Grow Your Practice Without Increasing Complexity

webcast 2018-10-16

Competition among financial advisors has never been more intense. But the opportunities for practice growth also have never been greater. This timely webcast will focus on proven, practical ways that financial advisors can build their business in the current competitive environment.

View Archived Webcast

Date: Tuesday, October 16, 2018

Time: 4-5 PM ET

Moderated by Evan Cooper, executive editor of InvestmentNews Content Strategy Studio,the discussion with John Rahal, Principal, Advanced Branch Training, at Edward Jones and financial advisors David Amann and Vickie Wicks will discuss:

  1. Maximizing the value of support staff
  2. New tools for prospecting in today’s digital world
  3. How technology can free time for client contact
  4. Identifying clients at key financial turning points
  5. The evolution and progression of established practices

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 Investments & Wealth Institute®, formerly 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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