Practice Management Series: Building The Business

Price: $965.00

Building The Business

Back by popular demand, this learning program is ideal for financial advisors with 10 years or less in the industry. Learn all the basics to build your business, from marketing and client acquisition, to time management and financial planning in practice.

Program Dates/Time:

  • January 14, January 28, February 11, February 25, and March 11. Also includes 2 private coaching sessions dates TBD.
  • 12:00 - 1:30pm ET

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—Mind Set for Success

  • Goal setting
  • Comparisons & self doubt
  • Balancing health & wealth
  • Finding your mojo

Program Details

  • Program includes 5 group sessions (1.5 hrs each) and 2 private coaching sessions (40 min each)
  • Program is limited to 25 students.
  • Sessions will not be recorded.
  • Cost: $965

Questions?

Please email study@amiablelife.com.

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