Breakout Session

Creating More Capacity

Level of Complexity: Overview

Presenter(s)

• 

  Tim Wilkinson, CIMA ACC

  Sr. Business Consultant
  Oppenheimerfunds

Business owners always are looking to improve their businesses but often struggle to find the time. In this session, Tim Wilkinson senior business consultant at Oppenheimer Funds, shares insights, resources and actionable take-aways to help financial planners find the time and the right steps to grow and enhance their practice.

Learning Objectives:

• Identify strengths and weakness areas of business.
• Review what top teams are doing to enhance their business.
• Develop action plan to implementing new idea into practices.