Wednesday, December 6, 2023 at 10 am EST
Are you a financial advisor seeking to enhance your business strategies, set clear goals, and maximize your company’s potential for success? An annual planning summit can be a game-changer, providing a platform for comprehensive planning, collaboration, and alignment within your organization. Join our informative webinar, where Eric Brotman, CFP®, and Amanda Pancake will share valuable insights and practical techniques to help you leverage the power of annual planning summits and drive your business forward.
In this engaging webinar, you will learn how an annual planning summit can bring together key stakeholders, facilitate strategic discussions, and pave the way for a focused and successful year ahead. Our experts will guide you through the essential elements of planning summits tailored specifically for financial advisors, equipping you with the tools and knowledge to make the most out of this transformative event.