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PFP2206. Ideate, Create and Elevate: Systematizing Your Practice

To submit a question or participate in polling, click the link above. Have you ever dreamed of creating a self-managing practice? If leading an efficient and effective team of professionals that allow you the opportunity to focus on value-creation for your clients is your ultimate goal, you must create systems to help you achieve exponential growth. This session will provide participants the opportunity to learn and implement practical systems that will allow greater control of your time to focus on those areas that drive the greatest value in the marketplace. You will gain ideas, strategies and tactics from this session that will immediately aid you in taking control of your practice and designing a future that provides greater freedom to live life by your design. The speaker will share systems that have created a highly profitable and efficient business that allows him to achieve outstanding growth while continuing to enjoy significant time traveling and spending time with family.

Learning Objectives:

  • Formulate perspective on establishing systems in your practice that will elevate your value to the marketplace while enjoying outstanding growth in your business.
  • Recognize why it is critical for you to systematize your business so that you can focus on value creation for your clients.
  • Identify how to determine which systems are critical to the overall operations of your practice and why you must implement them to succeed.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Advanced Preparation
None
Session Tags
PFP
Investments and Wealth Institute CE