Practice Management:

Price: $125.00

Getting Started As A Financial Advisor

Ideal for anyone considering becoming an advisor, this program will teach you the behind the scenes of being a financial advisor, attracting and working with clients, and financial planning in practice.

Date/Time: Tuesday, March 4, 2025 | 12:00 - 1:30pm ET


Topics Include:

  • Personality traits of successful advisors
  • How advisors are compensated
  • Setting goals on building a business
  • Marketing yourself
  • The client acquisition process
  • Financial planning in practice

Program Details

  • Program includes 1 group session (1.5 hours)
  • Session will not be recorded.
  • Cost: $125 per person

Questions?

Please email study@amiablelife.com.