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June, 2011

Best Practice CE Session: Protect Your Practice - June 22, 2011

Date: 
Wednesday, June 22, 2011 - 8:45am

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Using Best Practice and E&O to Protect Your Practice against claims

Session Format

A 2-hour facilitated seminar with:

Advisor Business Building Course (ABBC) - June, 2011

Date: 
Friday, June 3, 2011 - 8:45am

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Overview:

The topics covered include: business basics, marketing, client segmentation, advice delivery, using technology and compliance to grow your business, and implementation of your business plan
 

Summary:

Through a serie

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