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.
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.
CPA/PFS, CFP, RLP,