Event Information
NAPFA Webinar - Advice for WFH – Working from Home
Online Webinar
Thursday, July 30, 2020
3:00 PM - 4:00 PM
iCalendar
Central Standard Time
Thu, July 30, 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Diane MacPhee, CFP® PCC, Business Coach, DMAC Consulting Services, LLC
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39
Description:
Diane will share what is going on among dozens of firms facing this unexpected 2020 change of events. She will help you develop strategy for optimal productivity while appreciating the constraints and emotional toll. The webinar will cover coping strategies, scheduling logistics and longer-term planning, with ample time for advisor questions and challenges to be fully discussed.
Learning Objectives:
• Scheduling strategies that maintain productivity and reassure clients all is well.
• How to initiate and sustain at-home coping strategies.
• Find out what other firms are doing to navigate these long-term challenges.
Speaker Bio:
Diane is a nationally recognized Professionally Certified Coach (PCC) who also holds the CFP®
designation. After operating a fee-only RIA for 16 years, she has now been consulting since 2007 on a variety of practice management challenges facing financial advisors.