Mindset to Motion: How One Small Firm Moved from an Advisory Mindset to an Advisory Motion

CATEGORY: Management

COURSE ID: W635T, VERSION 1.00

Webinar

1 CPE Credits

You have the mindset of an advisor. Your small firm gives you the ability handle client needs quickly and go deeper in your client relationships. But while smaller size affords agility in your practice, it also brings resource challenges. You may already have the mindset to deliver on advisory services but having the robust toolset you need to execute efficiently and effectively is a different story. Listen in as Will Hill from Thomson Reuters and small firm owner James Lopiccolo discuss executing on this transition from advisory mindset to advisory motion.

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PrerequisitesKnowledge of Advisory Services

Advanced Preparation None

System Requirements

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Windows Operating Systems: Windows Vista 32-bit/64-bit, Windows 7 32-bit/64-bit, Windows 8 32-bit/64-bit, Windows 8.1 32-bit/64-bit, Windows Server 2008 64-bit, Windows Server 2008 R2 64-bit, Windows 10. Mac Operating Systems: OS 10.7, 10.8, 10.9, 10.10, 10.11.

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Mindset to Motion: How One Small Firm Moved from an Advisory Mindset to an Advisory Motion

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