Virtual Financial Planning:

K (1)
Main
10/21/2015
1:10 PM - 2:00 PM
As your clients move into retirement, travel more and possibly move away, it’s important for your practice to evolve and continue providing value to maintain and grow those relationships. You may also be looking towards the next generation of clients and planners, and thinking about how you can transition to a more lifestyle-based practice. In this presentation, you’ll learn how to service your clients in the digital age, attract and build trust with new clients — regardless of where they’re located — and reduce expenses while creating a business and a life you love.

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