Optimizing your practice for growth
| | | | | | | Learn more with this web seminar. | | | | | | | |
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| | | | | | | Optimizing your practice for growth
Oct. 4, 2017 | 2 PM ET/11 AM PT | | | | Optimize your practice with holistic planning by following a disciplined four-step process to deliver an exceptional client experience. The V4 Client Experience™ is a unique, indispensable, and repeatable process that enables you to offer your clients ongoing personalized financial services through four cohesive steps. | | |
| Register Now | | | Chad Smith
CFP ®, ChFC ®, CLU Wealth Management Strategist, National Sales
HD Vest Financial ServicesSM
(Presenter) | | | Andy Watts
CFP® Director, National Sales
HD Vest Financial ServicesSM
(Presenter) | | | Dan Hood
Editor-in-Chief
Accounting Today
(Moderator) |
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| | | | | | | CPE Credit is being offered for this webinar.
SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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** In order to qualify to receive the CPE credits you will need to attend and stay on the seminar for its duration, which is about 60 minutes. | | |
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| | | | | | | | ABOUT | CONTACT | PRIVACY | | | SourceMedia | One State Street Pl. 27th Floor | New York, NY 10004
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