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practice management
IdentificationPFP2013DateJuly 21, 2020The recent market downturn highlighted a huge issue with AUM fees: that revenues go down at exactly the time when your workload and client communications go up…Speakers
Editor, Inside Information
Mark Berg, CFPFOUNDING PRINCIPAL, Timothy Financial Counsel, Inc.
Alan Moore, MS, CFPCEO, XY Planning Network
Brooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial Planning$49Standard Price
IdentificationPFP2007DateJuly 20, 2020The volume of RIAs bought and sold has significantly picked up pace over the last decade, and based on current industry trends, the next decade should see a record number of deals…Speaker
David P. Grau Jr, MBAPresident, Succession Resource Group$49Standard Price
IdentificationPST2003DateJuly 22, 2020Gizmos and gadgets are an indispensable part of our digital lives – ever transforming the way we work, play and live…Speaker
EVP, Chief Cloud Officer, RKL eSolutions, LLC$49Standard Price
IdentificationPFP2015DateJuly 21, 2020In this session we will discuss connecting with our clients and recognizing common types of conversations used in practice and the value they deliver…Speaker
Wealth Advisor, Lucent Wealth Planning, LLC$49Standard Price
