(Bring your own lunch & beverage)
How to Create a Thriving Generative Practice
An advisor who uses client-centered, best practices should be more sought out and more generously compensated.
Or so we’d like to think.
We’d love to think that the professionals in the intergenerational space enjoy financial reward commensurate with their generativity.
But does the one really correlate with the other?
What special packaging, marketing and client communications issues do we have?
Bottom line: What would be helpful to take our own practices to the next level?
Join us as we share our success stories, our challenges – and our questions! -- in a peer-to-peer discussion. We hope to get some insights and direction from our two embedded experts, Mike VonLunen, Cultivate and Trisha Squires Daho, Empowered Leadership.
RSVP Today!
