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Advisor education building a better retirement practice
Financial professionals who want to accelerate the growth of their business and find more time to spend with clients must find new ways to add meaningful value, or risk getting left behind.
In this program, we tackle these critical conversations to help you thrive with actionable ideas to adapt and accelerate your practice.
In this program we explore:
- Focusing your practice on value differentiators and client satisfaction drivers
- Improving your profitability
- Avoiding four productivity killers
- Enhancing client engagement
Adaptability is about the powerful difference between adapting to cope and adapting to win