Improving Your Effectiveness as a Financial Advisor

Designed for financial advisors with some experience in holistic financial planning, this program introduces fundamental practice management concepts and techniques. This comprehensive, three-day course:

• Builds on the FAST course to make financial advisors even more productive and successful
• Focuses on business management and personal development skills
• Features interactive role plays and teamwork sessions in addition to classroom discussion

Available in English.

• Other offerings for Experienced Producers

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