To thrive in the 21st century, Advisors need to rethink how they are delivering financial advice. Join Carson Coaching and Asset Map to learn how to create an amazing financial planning experience for clients in a virtual world:
Physical infrastructure needed for virtual financial planning
Digital infrastructure needed for virtual financial planning
Leading with advice “sales process” leveraged by visual planning technology
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
**Use Promo Code CECOACHING for free registration**