Building A Better Practice
Client expectations are evolving and so is our industry. Financial professionals who want to accelerate the growth of their business and command their fees must adapt their practice and emphasize the value they deliver, or risk getting left behind.
Join us as we tackle critical conversations to help you thrive in today’s rapidly changing environment with actionable ideas to adapt and accelerate your practice.
DATE: Thursday December 1st
TIME: 2-3pm ET
Speakers:
- Jim Bergeron, MD, Advisor Education Consultant
LinkedIn
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios discussed herein. Past performance is not indicative of future results.