Welcome to Practice Changing Tips for Financial Advisors From 6 Industry Experts, a special webinar featuring the top insights from 2024 to help you plan and excel in 2025. We’ve brought together actionable strategies and proven advice from these industry-leading professionals:
- James Pollard- Host of "Financial Advisor Marketing" Podcast, Founder of TheAdvisorCoach.com
- Deepak Patel - Founder & Chief Product Designer & Architect. Fintello
- Evan Inglis – Executive Financial Consultant, IG Wealth Management
- Jami Monte – CEO and Founder, Chillbooks
- Elie Nour – CEO, Nour Private Wealth
- Lori Power – President, MP Benefits Inc.
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In this 40-minute webinar, you’ll learn the best strategies shared by these experts over the past year, designed to empower you as you step into 2025.
Topics include:
- Digital Marketing Best Practices
- Building Stronger Client Relationships
- High-Net-Worth Client Strategies
- Succession Planning Tips
By the end of this session, you’ll have a toolkit of the most impactful strategies to strengthen your client relationships, streamline your workflows, and drive growth. These insights are designed to help you set strong goals for 2025 and achieve them with confidence.
Take a 5-minute quiz after the webinar to earn 1 free CE credit while enriching your professional development.
