Adding Clients and Streamlining Processes In 2012

Friday, November 11 at 4 p.m. EST

https://www1.gotomeeting.com/register/274187976

This webcast is presented by Advisors4Advisors. Coming off a four year string of crises, 2012 could be one of the single best opportunities in years to add clients and streamline operations.

In this webinar we will discuss:

  • Client segmentation
  • How “elite” advisors market
  • Making your office more efficient
  • The importance of planning
  • Leveraging technology

Guest presenter John Anderson is the head of Practice Management Solutions in the SEI Advisor Network. The SEI Advisor Network provides financial advisors with turnkey wealth management services through outsourced investment strategies; administration and technology platforms; trust, banking, and institutional services; and practice management programs. Previously, he was Regional Marketing Director for Related Capital and a Trader for the Chicago Partnership Board.

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays by registering at Advisors4Advisors.com.

Note: This webinar is not eligible for CFP® CE credit.

This entry was posted in Client Relationships, Practice Management, Retirement and Tax Advantaged Accounts and tagged , , , , , , , , . Bookmark the permalink.

Comments are closed.