Besides taking care of existing clients, financial professionals have to think about ways to grow their business and plan for continuity. Join our team of coaching and succession experts as they share proven tips to enhance your business goals in 2022. Executive Vice President of Business Coaching & Consulting Kirk Hulett, Business Consultant Kristina Hoover, and Senior Vice President of Succession Planning Todd Fulks will teach you how to:
How to assess where your practice is in its lifecycle
How to determine what your business needs in its current stage
Proven techniques from other financial professionals who experienced business growth
CFP®, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Sponsored by
Kirk Hulett Executive Vice President of Business Coaching & Consulting Advisor Group, Inc.
Todd Fulks Senior Vice President, Succession and Acquisition Advisor Group, Inc.
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Kirk Hulett
Todd Fulks
Kristina Hoover
Brandon Dixon-James, CFP®
Jonathan W. Webb, CFP®
Megan Takagi, CFP®
