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Practice management secrets

Robert Arzt, Bob Davies, Ken Doyle, Simon Reilly, Moderator: Devang Patel, CFP, CLU

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Do you run your practice or does your practice run you? Learn how to create a practice you envisioned from some of the best coaches in the world in this interactive panel discussion. Discover how to counteract time management challenges, optimize the service you provide your clients, cultivate an effective team, align you and your business, create a five-year vision, attract higher-net-worth clients, streamline processes, uncover free time you didn't realize you had and more.
 

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