Thursday, September 27th at 3 p.m. ET (2 p.m. CT, 12 p.m. PT)
Presented by: Dan Inveen and Eliza De Pardo, moderated by Lauren Forlenza
Earn: 1 NAPFA CE in K - Marketing and Practice Management
Members: Free/ Non-Members: Free
Future growth is not guaranteed. A proactive focus on expanding business opportunities and achieving efficiencies in the right areas is necessary to compete within the growing independent financial services industry. Attend this FA Insight webcast to learn how the leading advisory firms create sustainable growth.
Attend this webcast to:
• Learn what contributes most to advisory firm growth
• Explore pricing, technology and client service strategies
• Uncover strategic planning objectives to help you generate future growth