Hear stories from RIAs who are turning the challenges of advising into real opportunities.
Attend this webcast to learn more about tracking Key Performance Indicators (KPIs); becoming an employer of choice; attracting and retaining great talent; and optimizing your total rewards package.
Join us for this timely conversation with Dr. Bill Lloyd, Health Director for Transamerica, to gain knowledge regarding the COVID-19 outbreak, and what you can do to protect yourself, and manage the anxiety and fears of your team. View the replay.
Tomorrow’s world is fast approaching, bringing with it disruption and opportunity. If you plan to stay in the financial advisor role, you’ll need to bring on dedicated management, such as a CEO, to lead your firm into the future.
Join Dr. Lloyd while he shares what the medical community now knows about the virus and the questions we need to answer before we can safely relax social distancing guidelines and begin to return to normalcy.
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