Speaker
John Kailunas II


Speaker
Kevin Berwald

Session Details

Process with Purpose - Increasing your Quality of Life by Becoming a Better Advisor

Finance & Insurance

Date: Tuesday, August 27, 2024
Time: 3:20 pm

Session Learning Objectives:

1. Serving Seniors
2. Building a better practice
3. Controlling your destiny

An interactive session with two industry leaders that looks at the ever-changing landscape of the financial services industry. Learn to develop and evolve your practice to serve the modern consumer through bulletproof processes; these include but are not limited to client acquisition, client service processes, practice management, and business structure.