inspire Event Series

Inspiration and know-how for practice owners.

The Practice of the Future: Building a Practice that is Sustainable for the Future

Webinar Replay

Explore the disruptors in the industry today and what clients value most in their relationships with their trusted advisors. We will also share ideas, best practices, and offer strategies to help you deepen client relationships to build advocacy among your top clients. Receive insights on:
• How to develop an ownership mindset
• The hallmarks of a client-centric practice
• Selecting investment solutions that align with your clients’ needs
• The benefits of a team-based approach for your practice