We offer Study Groups for non-owner advisors working in a practice. Whether a lead advisor, relationship manager or second chair service advisor, there may be a group for you. Our study groups discuss:
– Enhancing The Client Experience
– Planning Scenarios and Case Studies
– Language and Process Sharing
– Leadership and Professonal Development Trends
– Identifying planning opportunities
– Business Development / Prospecting Ideas
– Planning Scenarios and Case Studies
– Language and Process Sharing
– Leadership and Professonal Development Trends
– Identifying planning opportunities
– Business Development / Prospecting Ideas
Reach out to info@lead-advisor.com to learn more about fit and pricing.