Product Catalog

The Next Chapter – Building on Today’s Success - NAPFA Credit Only

  • Author: Vanessa Oligino
  • Category: K-Marketing and Practice Management
  • Published: 07/18/2019
  • Member: $0.00
  • Non-Member: $39.00

You run an established and successful advisory firm with a compelling value proposition for today’s high net worth investor. But what is your value proposition for tomorrow’s high net worth investor? Now is the time to build on your success and prepare for what's next. Attend this webcast to learn more about: • Building on your current success and advancing your journey as a leader • Infusing adaptability and flexibility into your firm’s culture • Experimenting with new ways to engage and attract clients

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 2019.

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