Monday, August 20, 2018
3:00 PM - 4:00 PM EDT
This webinar will help you:
- Build a high-functioning team that provides your clients a wider variety of services—including 3 advisor roles you shouldn’t be without.
- Create the foundation for a succession plan your clients (and their children) can have confidence in.
- Lead your current team to optimum performance with tips on how to empower them and create an environment that promotes your joint success.
- Get clients on board with your transition through personalized education.