0       0

ENGAGE 2020


PFP20ER05 - Small but Mighty: Creating a Lean Advisory Practice


Jun 9, 2020 7:00am ‐ Jun 9, 2020 7:50am

Description

Technology has enabled smaller firms and even solo-advisors to compete head-on with larger rivals. This is good news not only for small firms, but also for their clients. By operating with little to no staff, advisors are aware of all facets of the firm, and clients benefit from the direct relationship and expertise of the firm owner. Leveraging technology allows advisors to work effectively with their ideal clients regardless of where they live. A virtual practice also enables advisors to take extended time away from the office, thus fulfilling their own lifestyle goals while delivering top-quality client service. In this session you will learn practical tips and tools to create a lean advisory practice that relies on minimal, if any, staff, and allows you to work from anywhere.

Learning Objectives:
  • Learn the framework to design a practice that meets your lifestyle goals while providing excellent client service.
  • Become familiar with technology tools to more efficiently run your practice and work virtually.

Speaker(s):

  • David Oransky, CPA/PFS, CFP, RLP, Founding Principal, Laminar Wealth
Tags: PFP
Category: Early Riser (Onsite and Online)

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content