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inspire Event Series

Inspiration and know-how for practice owners

What Does a CFO Do That My Accountant Can't? 

LPL Business Solutions explains the difference in a recent post for LPL's Insider's Blog. Learn how one lays the foundation and the other helps build your business, and how they both have a place.

Read the Insider's Blog >

How to Future-Proof Your Business

Lee Alcorn, SVP of CFO Solutions, joins the LPL Share-Cast Podcast to share the process for future-proofing your business,  benchmarking, and more to help you ensure your practice has value and longevity.

Listen Now > 

Growing Your Business by Understanding How & Why Prospects Choose Advisors

Webinar Details

Date: Tuesday, November 17, 2020

Time: 1:00 PM PST / 4:00 PM EST

Back by popular demand! This webinar will show you how to attract and close more prospects and modernize your digital communications. Built upon a research process involving thousands of investors, WisdomTree has decoded the life event triggers that can lead to a prospect hiring or changing financial advisors, how prospects discover their options, how prospects evaluate those options, and finally selection of an advisor for that critical first meeting.

In this webinar, learn about:

  • The key trigger events in your prospect's lives that leads them to start a conversation with an advisor
    The discovery path your prospect takes before contracting an advisor
    • How to apply this research to help better position you in the eyes of your ideal prospects
    How to modernize your communications and digital presence

For attending, WisdomTree will offer you an Accelerator Report to optimize your digital presence.

Register Now > 

 

What You Need to Know to Elevate the Value of Your Business

Webinar Replay

As a business owner, growing revenue, improving profitability, and increasing valuation are critical. Did you know? Financial professionals participating in LPL's CFO Solutions program experience 2x greater growth compared with similar professionals not in the program?

Curious about CFO Solutions for your practice? View this webinar to:

  • • Learn strategies to protect your business in uncertain times
    • Hear real examples for solving business challenges
    • Discover opportunities for expense savings and growth

View On-Demand > 

 
How to Develop a Client Service Model to Scale Your Time & Profitability

Webinar Replay
The past few months have been anything but normal. With market volatility and the pandemic, the pressure to respond to more of your clients’ needs has undoubtedly increased. How are you responding? How can you ensure you maintain connectivity across every single one of your clients appropriately?

Modernizing your client service model may be just what you need to brighten your year. Benchmarking data can help you strike a balance between the service areas that clients value and your resources.

Learn how to:

  • Develop a sustainable, scalable, and profitable service
  • Maintain connectivity with your entire client-base
  • Increase your productivity
  • Maximize your time

 


 
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