Date: Tuesday, November 12, 2019

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Cambridge

It’s always a goal of advisors to take their business to the next level – but how can that be done purposefully and successfully? Four types of strategies – Business Planning, Office Efficiency, Marketing, and Client Experience – are worth consideration and can help advisors build more value into their business for the future, better serve clients today, and ultimately create business growth.

Join this complimentary webcast to learn how to integrate these types of growth strategies into your business to create purposeful growth. You will leave this session with a better understanding of:

• Creating purposeful growth
• Foundational processes to drive growth
• The importance of understanding business health and valuation
• Creating an exceptional client experience

Speakers: 

Jeff Vivacqua| Chief Marketing Officer and Executive Vice President | Cambridge

Brian Waelti | Senior Vice President of Consulting Services | Cambridge