Practice Management Series
Price: $985.00
Building a Successful Financial Planning Practice
All are welcome however this program is ideal for CFPs with at least 3 years of experience
Program Dates:
- September 19, October 3, October 17, November 7, November 28, and December 12
- 1 cohort available: 10am (eastern time)
Session 1—The Client Experience
- Setting business goals
- Identifying your niche
- Client events, gifts, etc.
- Attracting and onboarding clients
Session 2—Building & Marketing Your Practice
- Personality traits of successful advisors
- Social media, print, podcasts, sponsorships
- Content expertise
- Networking
Session 3—Time Management & Teamwork
- Best practices every day, week, month, quarter, year
- Time blocking vs Surge schedules vs On demand
- Team structures and responsibilities
- Setting and tracking metrics
Session 4—Financial Planning in Practice
- Setting fees
- Asking the right questions
- Planning throughout the year
- Software & solutions
Session 5—Moving Forward in the Business
- Growing your team
- Building a legacy
- Business valuation
- Succession planning
Session 6—Mind Set for Success
- Goal setting
- Comparisons & self doubt
- Balancing health & wealth
- Finding your mojo
Program Details
- Program includes 6 group sessions (1.5 hrs each) and 2 private coaching sessions (40 min each)
- Program is limited to 20 advisors per group.
- Sessions will not be recorded.
- Cost: $985
Questions?
Please email study@amiablelife.com.