During our June '16 webinar Stewart Bell from Audere Coaching presented a session on how financial advisers as business owners can apply a 'Silicon Valley mindset' to help efficiently scale their practices.
The webinar session includes:
- Strategies to construct more scalable service offers
- Outsourcing via freelancers and virtual assistants
- Creating a better on-boarding sequence
- Setting up better record keeping methods
- Using re-targeting to engage with existing clients
1. Webinar recording
2. Webinar Slides
This webinar is part of a monthly series. Stay tuned for an invitation to next month's webinar. If you are not receiving invitations to netwealth's monthly educational webinar series, please contact us to subscribe to the relevant updates.
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