Learn what your peers are doing to guide you in your own business development and expansion.
| Hello Voornaam, It is an understatement to say that 2020 was a challenging year for businesses—according to a recent survey by Arizent Research/Financial Planning, advisors report that their business clients’ revenues were down 69%. These businesses need the support of a financial advisor more than ever to help them with guidance on everything from government funding to retirement planning. Fortunately advisors are ideally positioned to support these clients, particularly if they take advantage of current technology and expand their remote work capabilities. Please join us for a live, online event, during which our panel will discuss the survey results and offer practical insights, including:
Practice management challenges and potential solutions Technology investments advisors have made Business clients’ challenges and priorities Support advisors are offering to clients Don’t miss this opportunity to learn what your peers are doing to guide you in your own business development and expansion. ADP is not affiliated with Arizent Research or Financial Planning. FOR INSTITUTIONAL PROFESSIONAL USE ONLY ADP, the ADP logo and Always Designing for People are trademarks for ADP, Inc. All other trademarks and service marks are the property of their respective owners. |
| | Linda Cheung | Research Director
Arizent | | (Speaker and Moderator) |
| | | Amber Harms | Vice President of Channel Sales ADP
Registered representative of ADP Broker-Dealer, Inc. (ADP BD), Member FINRA, an affiliate of ADP, Inc., One ADP Blvd, Roseland, NJ 07932 | | (Speaker) |
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| | Linda Cheung | Research Director
Arizent | | (Speaker and Moderator) |
| | | Amber Harms | Vice President of Channel Sales ADP
Registered representative of ADP Broker-Dealer, Inc. (ADP BD), Member FINRA, an affiliate of ADP, Inc., One ADP Blvd, Roseland, NJ 07932 | | (Speaker) |
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