The first half of 2020 was decidedly not what anyone expected. Planners are asking, “Where we do go from here? What are the lessons from the last six months?” If there’s ever a time to rethink your practice, it’s now!
Join Susan Kornegay, CFP® and Adam Kornegay, RCC™ as they present actionable strategies for financial planners who want to regroup and set the stage for a strong end of the year. Topics will include:
- How to refine the way you see your role as a financial planner
- How to take a good client experience and make it transformational
- How to create a compelling story that draws prospects to you
- How to engage in business development activities in a world of social distancing
Come prepared to share your best ideas to supercharge your business the second half of 2020.
A special webinar exclusively for FPA Members on Thursday, July 16 at 4pm Eastern.