Webinar Registration

8 Ways Clients Can Help You Serve Them Better
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Tuesday, December, 5 • ET • 60 minutes
David Leo
David Leo
Author, The Financial Advisor Success Manual
David Leo
David Leo,
Monica Dwyer
Monica Dwyer, CFP®, CDFA®
Vice President, Wealth Advisor Harvest Financial Advisors

What You'll Learn

Most of the material you read about roles and responsibilities is about what you, the financial advisor, should bring to the table so you can deliver what your clients think they signed up for. Clients should expect and get an honest, knowledgeable, educated individual with excellent integrity…

Register for Webinar

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.