Practice Management: Becoming a Financial Advisor
Getting Started As A Financial Advisor
All are welcome however this program is ideal for branch operations, corporate associates, and career changers looking to explore becoming a financial advisor or financial planner.
- Thursday, September 14 AND Thursday, September 21, 2023
- 1 cohort available: 10am (eastern time)
Session 1—Behind the scenes (September 14, 2023)
- Personality traits of successful advisors
- How advisors are compensated
- Setting goals on building a business
Session 2—Attracting and Working with Clients (September 21, 2023)
- Marketing yourself
- The client acquisition process
- Financial planning in practice
- Program includes 2 group sessions (1.5 hours each session)
- Sessions will not be recorded.
- Cost: $275 per person
Please email email@example.com.