We will have an honest, peer to peer, owner to owner conversation about how to grow and run a resilient and sustainable financial planning business in this turbulent time, and how to . Whether you have a solo practice, a small practice or you are growing a significant company, you have had to face challenges and become intentional about your own business financial plan. Let's talk about it.
Critical reflection on our experiences to help us understand our our business purpose, goals and how to move forward in the face of uncertainty.
Develop improved processes, systems, communications adn tracking in our financial planning businesses
Gain perspective from our peers on best practices, challenges and opportunities.
** Disclaimer: The thoughts and views expressed during this session are those of the individuals and do not represent the organizations they are affiliated with.