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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
April 12, 2011 at 08:00 PM
Dan Sullivan, founder of The Strategic Coach, will conduct a webinar on “The 21st Century Advisor” April 18.
Sullivan, who coaches more than 3,700 entrepreneurs a year, will be joined by financial advisor Jason Smith and industry consultant Joe Karsner to discuss principles and strategies for success. Topics covered will include team building, goal setting, time management and entrepreneurship.
Smith, founder of Ohio-based JL Smith Tax and Wealth Management, and Karsner, who has been coaching advisors since 2001, have both used the Strategic Coach Program and will discuss how it has affected their businesses. They’ll also talk about how to secure a larger client base and gain more referrals.
The webinar will start at 2 p.m., Eastern, 11 a.m., Pacific. Register for the event at www.C2PEvents.com; the first 25 people to sign up will receive a copy of “The Strategic Coach Approach to Hiring Guide.” All attendees will receive a free white paper, “Foundations to Success: How to Adapt to the New Era of Financial Advising,” after the call.
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Copyright © 2024 ALM Global, LLC. All Rights Reserved.
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