You just want to be an advisor and planner for your clients. You’re exhausted by the other hats you have to wear… whether that’s marketing, managing people, managing assets, or something else entirely. As a company that started out of the trunk of a car, we can relate to the challenges that come with wearing too many hats while trying to build your ideal practice.
That’s why we created 'The Predictable Practice' workshop.
Why that name? Because we’ve heard from advisors that they hate the things that are unpredictable in their practice and are ready for a change. On September 12th and 13th, we’re hosting a roundtable workshop that’s focused on taking what’s possible and making it predictable. We’ll start by identifying what the ideal practice looks like for you, and then break it down into actionable steps you can execute within your practice.
We have just 12 seats available (we intentionally keep the group small to foster a ton of interaction and conversation), so don’t miss out!
Visit www.ThePredictablePractice.com to learn more and express interest in attending. We hope to see you in September!
