Do More Planning: Scaling for Success

Published

Don’t miss the finale of a 4 part series featuring Gregory Furer, CFP®,CRPC®, CEO of Beratung Advisors. In part 1, Greg shared effective tips for educating new and existing clients on the value of financial planning. In part 2 he provided actionable guidance to help you efficiently engage clients to capture their financial information and objectives, and then in part 3 he shared his method for building and presenting financial plans.

In this session Greg will show how to scale this entire process across your firm by implementing templates and workflows to deliver the type of client experience that helped Beratung grow their AUM by 500%.