Event

    Upcoming Event
    Practice Management

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    Webinar by Envestnet (1 hr)

    CFP
    Jim Bergeron, MD, Advisor Education Consultant @ Nuveen
    Building a Better Practice | With Nuveen
    December 1, 2022 - 2:00 PM

    Client expectations are evolving and so is our industry. Financial professionals who want to accelerate the growth of their business and command their fees must adapt their practice and emphasize the value they deliver, or risk getting left behind.

    Join us as we tackle critical conversations to help you thrive in today’s rapidly changing environment with actionable ideas to adapt and accelerate your practice.