Keep Clients on Track Through Life's Ebbs and Flows Without Losing your Mind
Tuesday, May 5, 2020
3:00 PM – 4:15 PM
Learning what makes clients tick, improving client well-being and trying to keep them on track is our raison d’étre. Yet this eats up a lot of an advisor's time and energy. Long time "life centered" financial planner, Bob Bolen will show attendees how to build a repeatable and scalable thriving practice while improving client outcomes. Better inputs and processes result in better client outcomes. Learn what keeps clients on track as life ebbs and flows and what knocks them off track. Improve your practice efficiencies while seeing your hard work come to fruition as client goals and aspirations are realized.