Offer clients the financial planning they want AND increase your AUM per family.
See the products. See the results. Live.
Tuesday, February 7 at 1:00pm (ET)
The web seminar will last approximately 35 minutes and advisors will have an opportunity to ask questions.
Advisors will also receive a brief introduction to the new Performance Through Planning ProgramTM.
Sign-up today!
AdvisorPractice.com provides the tools and coaching to help advisors transition to a financial planning practice. "The tools and templates available for sale are the same ones we use every day in our practice."
Rob and Mathieu - CFPs and founders of AdvisorPractice.com