Practice Management | Podcasts
Dispelling Retirement Planning Myths
Do financial advisors have to work with clients at or near retirement to be successful? We continue our conversation with Dr. Matt J. Goren, PhD, CFP®, on the NextGen in 10 Podcast to put the kibosh on some enduring success myths. These include questioning the continued relevance of old-school RMD rules, challenging assertions about client prospecting, and more.
September 01, 2021
September 01, 2021
Practice Management | On-Demand Webcasts
Empowering Financial Professionals Through Choice Management
August 04, 2021
Practice Management | On-Demand Webcasts
Taking Your Financial Services Firm to the Next Level
June 03, 2021
Practice Management | On-Demand Webcasts
Next-Gen Advice: Why and How to Modernize Your Marketing for Modern Clients
May 07, 2021
Practice Management | On-Demand Webcasts
How to Build a Personal Brand and a Better Business as a Female Financial Professional
March 11, 2021
Practice Management | On-Demand Webcasts
An Optimal Client Service Model - CAAFP Breakout Session 2
February 19, 2021