Practice Management — Is Your Career At A Crossroads? - NAPFA Credit Only

Practice Management — Is Your Career At A Crossroads? - NAPFA Credit Only

K-Marketing and Practice Management

Allison Blake

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

Published: 09/24/2020

When financial advisors feel burned out or maxed out, lack a healthy work-life balance, or have simply lost their “why” somewhere along the way, something has to change. Without access to a practice management expert, they can continue to spin their wheels, failing to take care of themselves and perhaps, not performing to even their own expectations.

This webinar will highlight practice management best practices for advisors seeking their next career step, providing pros and cons of the three options available to them including maintaining the status quo, building a firm, or joining an existing firm.

Learning Objectives:
• Discover which path forward is best for you
• Understand how to create a more balanced life
• Determine how to set up your financial future

Speaker Bio:
Allison Blake immediately made a positive impact on WorthPointe when she joined in 2007. Today, as Chief Operating Officer, she is key to the firm’s daily and long-term operations and a practice management expert who enjoys helping advisors chart their futures. With over two decades of broad-based experience in finance and business, Allison has played an integral role in WorthPointe’s growth.

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 September 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.