Client-Facing Technologies and Techniques that Work
Our goal for this practice management roundtable is for advisors to come away with new tips, ideas, or technology in two areas: 1) technologies/techniques clients see in a meeting, or 2) that clients log on and use on their own as a value-add to their advisor relationship.

About the Roundtable
As the financial advisory marketplace become increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.

Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."

This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.

There is no charge for this meeting - except for what you order from the menu.