ClientWise-Key Transitions from Lone Ranger to Leader

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.

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