Session 1: Reframe Your Wealth Management Business for Client Success (Part 1)

Monday, May 1, 2017 -
8:00am to 8:50am

Session type:

Like it or not, you’ve been framed.  It’s time to become conscious of the frame that you are seen through by your team, your clients, the public, and the media—so you can make intentional decisions that guide how others perceive you and your firm. Whether you are a savvy entrepreneur, a more experienced advisor moving toward selling your practice, or a lifelong learner, this introduction to the Advanced Business Strategist program will highlight the agenda and provide an overview of the curriculum designed to give you the key insights and tools needed to proactively reframe your business for success.