Advice for WFH – Working from Home - NAPFA Credit Only

Advice for WFH – Working from Home - NAPFA Credit Only

K-Marketing and Practice Management

Diane MacPhee

Member: $0.00
Non-Member: $39.00Your price

Published: 07/30/2020

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.

1 NAPFA CE in K – Marketing and Practice Management will be posted in your NAPFA CE record after downloading this recording.

This is a recorded webinar from July 2020.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.