Join Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC®, RHU, REBC, CASL, as he cuts through the chatter and explores the research on what actually makes the financial planning process more efficient and scalable.
In this live webinar, Michael will cover:
– The impact of advanced training and designations
– How to develop more repeatable financial planning processes with an annual service calendar
– How client variability impacts the efficiency of firms and their planning processes
– The role technology does (and does not) play in advisor efficiency
The webinar will include a Q&A session co-hosted by fpPathfinder Co-Founder, Michael Lecours, CFP®; Asset-Map CEO and Founder, Adam Holt, CFP®. ChFC®; and Holistiplan Vice President for Subscriber Success & Engagement, Ben Birken, CFP®.
Do you want to join the webinar but have a calendar conflict? That's OK! Register anyway, and we'll send you a link to the presentation for you to watch when you're ready.