As asset management continues to become a commodity, advisors nationwide are now making financial planning the center of the advisor/client relationship. Join MoneyGuidePro’s president, Kevin Knull, CFP®, to learn how you can use MoneyGuidePro to identify specific actionable opportunities to generate revenue. He will share strategies and words to use in conjunction with the software, which has helped firms generate an additional $400k+ of revenue PER ADVISOR in a 12-month period. Be prepared to take notes!
To register, click here!