Have you found that building a plan for business development, the client experience, and the participant experience is intimidating?
At the NAPA 401(k) Summit, we’ve got just the workshop to help you overcome that inertia. Come check out “The Power of Three: Habits of Highly Successful Advisors” featuring insights and experience from:
- Janine Moore (Peak Financial Group, a Division of HUB International);
- Julie Braun (The Dubie Group at Morgan Stanley); and
- Lauren Loehning (Baystate Fiduciary Advisors)
They’ll be sharing how the right process can improve your best practice(s), where you’ll learn how:
- Process Trumps Projects
- Individual advisor practice process is important (regardless of business model)
We’re talking about real actionable ideas for business development, client experience, and participant experience!
The NAPA 401(k) Summit (April 26-28) – Hotel rooms are at a premium – better register today: https://napasummit.org.
