With all the distractions in today's world it's becoming increasingly more challenging to focus on what matters. This session will provide you with tools to re-think the way you practice and bring more meaning to the lives of your clients as well as your own. Led by two millennial advisors who have designed their firms to work with their peers and baby boomers efficiently by leveraging technology, re-thinking practice management, and integrating life planning.
• Gain tools to help re-focus priorities and reshape your practice
Pre-registration is required for these lunch sessions – seats are limited.