Practice Management is an area that is often overlooked at major conferences, training programs, or business schools, where the focus is usually on the services you provide your clients. However, the reality is that financial planning may be only a small portion of what you do in your day-to-day life as an independent FA.
To successfully grow your business, you may also have to be a marketer, salesperson, compliance officer, human resources department, a technology guru, and . . .
That’s a lot of hats to wear, a lot of balls to keep in the air, and way too many irons in the fire 🙂
“Imagine if you had absolute clarity on which efforts to set in motion in each area of your practice management. What if you knew exactly where and how to direct your resources NEXT?” – Kristin Harad, CFP®
The “IMPLEMENT NOW! Practice Management Telesummit
This FREE telesummit, organized and hosted by Kristin Harad, CFP, will bring together 21 Top Practice Management Experts to share specific, actionable suggestions on areas such as Marketing, Compliance, Operations, Human Resources, Technology, Professional Development, and more!
Meet the Experts!
Join us for IMPLEMENT NOW! Practice Management Telesummit – March 17-21, 2014
No presentations, no slides! Pick the topics that are of most interest to you and join us via your phone, Skype, or over the internet. Each call will be about 30 minutes and will include practical, actionable tips!
In addition to great information, when you register (for free of course), you will be granted access to the recorded sessions for a limited time afterwards, and will have the opportunity to take advantage of the valuable bonus offers available only to registrants of this telesummit!
I will be discussing Search Engine Optimization (SEO) for advisors – specifically how to optimize your firm for “Local” Search. Please join me on March 18 (11:00am PST/ 12:00pm MST/ 1:00pm CT / 1:00pm EST)
Follow the Practice Management Telesummit on Twitter at #CON2014
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