Join Jen Goldman, CFP®, on how to transform your advisory practice into a thriving, enjoyable business at FPA Philly in May
Key Take Aways:
How to quickly identify confusion and time wasters
How to quickly create your own function chart and identify capacity gaps and work overload.
How to ‘Ideate’ what you want your staff and client experience to be and infuse technology.
In the meantime, if you crave solutions to building a thriving business, SUBSCRIBE to our monthly solutions newsletter.
Please note: We are agnostic and have no revenue sharing arrangements with any product vendor