Program Overview
As we start a new year, now is the perfect time to evaluate how you can grow your practice, better serve your clients, and excel in your career. This webinar will help you evaluate four key areas of your business, and how financial service professionals can find new ways to add value to client relationships, drive revenue, and create efficiencies in their practice.
You Will Learn How To:
- Evaluate opportunities to enhance your business:
- Service: In what new ways can you help your clients?
- Team: Do you have the right staff in place to help you reach your goals?
- Marketing: Are you leveraging the right channels to drive client acquisition?
- Cash Reserves: Do you have the right financial partner to help you navigate a recovering economy?
- Finance your business investments
Featured Speaker:
Chris Panebianco
As Chief Marketing Officer for the BHG family of companies, Chris Panebianco is responsible for all global marketing initiatives to support BHG’s commercial working capital loans, personal financing, commercial and personal credit cards, patient lending, SBA loans, and collections management. With more than 15 years’ experience in financing, Chris drives traditional and digital advertising, branding, public relations, and lead generation, as well as customer and vendor relationship management. Since 2001, BHG has funded over $7 billion to licensed healthcare practitioners and other highly skilled
professionals.
Registration Fee: $19
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
Time:
1:00 pm – 2:00 pm ET
12:00 pm – 1:00 pm CT
11:00 am – 12:00 pm MT
10:00 am – 11:00 am PT
Sponsor: This webinar is sponsored by BHG
Related products
Practice Management
The Life Insurance Agent as a Financial Planner (Journal Article)
This article appeared in the March 2018 Journal of Financial Service Professionals.
Practice Management
The Influential Personal Brand Online Summit (Brand Builders)
By clicking "Get Free Access" you will be redirected to Brand Builders to complete your registration.
Practice Management
Fiduciary Standard for All CFP® Professionals—A Half-Century Journey (Journal Article)
This article appeared in the March 2019 Journal of Financial Service Professionals.
Practice Management
2020 Securities Regulatory Hot Topics Update (FSPgo On-Demand Webinar)
With Regulation Best Interest (BI) going into effect July 1, what will be the impact on how financial advisors service their clients on a daily basis? Layer on top of that the changes to retirement planning created by the SECURE Act as well as the annual lists from FINRA and the SEC of each agency’s [...]
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Practice Management
Is that Retirement Calculator Right for Your Client? (Journal Article)
This article appeared in the September 2018 Journal of Financial Service Professionals.
Practice Management
This article appeared in the September 2018 Journal of Financial Service Professionals.
Practice Management
Cybersecurity: How to Protect Yourself and Your Business (FSPgo On-Demand Webinar)
Program Description: While the news on cybercrime can seem daunting and the regulations overwhelming, there are affordable techniques to protect your network and steps you can take to reduce the likelihood of your data being compromised that won’t break the bank. In this session we will review information on the recent breaches and apply what [...]