Webinars

Running an advisory firm isn’t easy. Fee compression threatens profit margins, information is too plentiful, and balancing business versus family life is difficult. 

At this webinar, you’ll learn about 12 strategies for effective time management, including:

     • Three skills to help you get things done
     • Why recording your results is crucial
     • Applying the Pareto Principle wisely
     • Pearson’s Constant
     • Time logging
     • Focused time
     • Prioritizing

Guest presenter Doug Carter has trained advisors in sales techniques since 1988.  Carter’s book, “How To Let Your Clients Build Your Business For You,” in Spring 2003 was McGraw/Hill’s top sales book. Carter formerly was regional manager for the Western United States and Canada for Dale Carnegie and Associates, Inc. and Anthony Robbins' Chief Executive Officer.
 

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.

Note: This webinar is not eligible for CFP® CE credit.

Note: This webinar is available for IMCA CE Credit.  IMCA ID is 12A4AI157