"PASSED!!! So grateful for the Danko team — I honestly feel like every part of this process got to me to the much anticipated PASS screen today."
Practice Management:
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.