Four Challenges Plaguing Advisors And The Solutions
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Independent advisors face many challenges. But when the following four key areas are addressed effectively, you take your practice to a new level.
At this webinar, you'll learn how to:
- raise fees without losing clients
- manage difficult staff issues
- control your work week
- truly believe in yourself
Speaker Diane MacPhee, CFP®, founder of DMAC Consulting Services, LLC is a business coach who specializes in serving financial advisors. She has helped advisors across the country solve a wide range of practice management problems. Diane operated her own fee-only advisory practice for 16 years and is a member of NAPFA and the FPA. She brings a wealth of experience to her coaching work.
This webinar is approved for IMCA CE credit.
User reviews
dans972
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One of your best. Real practical tips. Bring her back again.
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One of the best webinars you've had. Her information was terrific!
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This was a great webinar, content, presentation, etc. Fantastic
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Ms. McPhee is a great motivator. I think she even gave me a push in my personal life!
Webinar Attendee
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Great webinar, 2nd best one I've attended.
