Join the Conversation...
How are you keeping in touch with your clients and prospective clients?
How have you adjusted your marketing and prospecting techniques over the last 9-weeks?
Has your use of social media changed or have you stopped that completely?
About the Roundtable
As the financial advisory marketplace becomes 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 Planners' Roundtable focuses on the business side of the equation.
Join the discussion via ZOOM and exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. We'll prepare some questions to get the conversation rolling and to keep it on track.
There is no charge for this meeting but you gotta bring your own coffee.