Webinars

RSS

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/03/transitions-logo-small.png

The Career Channel provides content, webinars, and tools to benefit advisors on issues of career development and transition, practice valuation, and industry trends.




Transitions Webinars Series

A unique, dual-track webinar series designed to support advisor practice development, recruitment and retention efforts

Recruitment Insights Webinars
Presented by Andrew Parish, CEO/founder of AdvisorHUB

  • Full Disclosure
    A discussion on FINRA’s new disclosure document

  • The Art Of The Deal
    Handling recruitment with professionalism— and understanding the deal landscape

  • Know Your Options
    Evaluating your firm’s internal transition options

  • Inside Sales
    Selling your book to your team
Career Development Webinars
Presented by Randy Beeman, co-founder of Wise Investor Group

  • Building A Winning Financial Services Team
    Team-building in general

  • Team Member Selection
    What personalities work best together

  • What’s The Purpose Of A Team?
    Establishing a mission statement/niche

  • How Big Is Too Big?
    Bringing critical mass to a financial services team

Careers Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×