April 9, 2023
(Buckingham) We all know an advisor whose firm seems to be effortlessly growing, thriving and expanding. What is their secret to success?
In this interactive webinar, moderator Alex Potts and guest speakers Steve Atkinson and Jonathan Scheid share five approaches to help you on your growth journey. You’ll have a chance to enjoy a unique behind-the-scenes look at the tactics successful financial advisors have implemented into their ongoing work with clients and prospects.
The team will discuss:
- Investments: Why ideology and philosophy matter;
- Growth and Time: How to make the most of your day, everyday;
- Standard of Care: Buckingham’s approach to turning the ordinary into extraordinary;
- Advanced Planning Solutions: The best ways to support the unique complexities and goals of high-net-worth clients;
- Client Management: The ingredients to a flourishing client/advisor relationship.
You won’t want to miss Steve Atkinson’s bonus habit, only available to attendees! REGISTER HERE
