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Whether you’ve read about it in industry publications, heard about it at trade conferences, or discussed it with your peers, you know that more and more firms are shifting away from compliance-based practices in favor of higher-value advisory services. You understand the importance of providing clients with more proactive, strategic advice, but you’ve been unsure how to pivot, elevate, and empower your team — until now.
Join our webcast to learn how to:
- Identify Strengths & Instill Confidence in your Team.
- Be Effective in your Execution of Knowledge Transfer
- Establish an Advisory System that isn’t solely reliant on YOU!