Learn how to save time and improve your firm's results through improved client intake and on-boarding. We'll show you how to leverage the work you've already done with easy-to-use technology tools. Since one key to long-term success is effective support, we'll also show you how to win your team's engagement and buy-in. Perhaps the best part is this - if you finish your pre-work and actively participate in both sessions, you'll leave this program with a workable system and a roadmap for sustainable improvement of your practice.
These webinars are hands-on. To get the best benefit out of the time you'll spend with us, please closely follow these guidelines:
Tuesday, November 8, 2016 - Tuesday, November 15, 2016 12:00 PM - 1:30 PMEastern Time
WealthCounsel Member Services
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