Practice Management: Becoming a Financial Advisor

Price: $275.00

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.

Program Dates:

  • 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 Details

  • Program includes 2 group sessions (1.5 hours each session)
  • Sessions will not be recorded.
  • Cost: $275 per person


Please email

Select your cohort.