Besides taking care of existing clients, financial professionals have to think about ways to grow their business and plan for continuity. Join our team of coaching and succession experts as they share proven tips to enhance your business goals in 2022. Executive Vice President of Business Coaching & Consulting Kirk Hulett, Business Consultant Kristina Hoover, and Senior Vice President of Succession Planning Todd Fulks will teach you how to:
- How to assess where your practice is in its lifecycle
- How to determine what your business needs in its current stage
- Proven techniques from other financial professionals who experienced business growth
CFP®, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Sponsored by
Kirk Hulett
Executive Vice President of Business Coaching & Consulting
Advisor Group, Inc.
Todd Fulks
Senior Vice President, Succession and Acquisition
Advisor Group, Inc.
Kristina Hoover
Business Consultant
Advisor Group
Brandon Dixon-James, CFP®
Financial Planner
Resilient Wealth Management
Jonathan W. Webb, CFP®
Partner
BACH Investments Plus, LLC
Megan Takagi, CFP®
Director of Business Development
Takagi & Takagi