New Advisor, Best Practices Webinar

When:  Apr 29, 2024 from 03:00 PM to 04:00 PM (ET)

This webinar, hosted by Troy Thompson and Elizabeth Buffardi, is part of a series of gatherings providing informal mentorship and fellowship for new advisors building their practices. Experienced advisors will share anecdotes from their own practices and help identify ways to overcome barriers to success. The facilitators will bring in subject matter experts to provide guidance in subsequent meetings.

Learning Objectives:
• Share experiences with peers and subject matter experts
• Learn strategies for new practice growth
• Practice overcoming personal challenges

Contact

Lexi Cavazos
(920) 020-2020
lexi@acplanners.org