John speaks to financial advisors across the country about various aspects of practice management, including marketing, client services, practice efficiency, and succession planning. If you would like to invite John to speak at your next event, please contact him via LinkedIn or at firstname.lastname@example.org.
Recent presentation topics:
Succession Planning the NextGen Way
The Why and How: Making the Switch from Commission to Fee-based Practice
Turbo Charge Your Referral Process
Time Management and Practice Efficiency
Marketing for Financial Advisors
Calm under fire: Keep Clients Calm and Focused with a Goal-based Approach.
Lock in Loyalty, Build Your Business with Continuous Client Service: The Key to Building Client Relationships and Assets Under Management
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