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Nov 17

Tuesday Morning Advisor Coffee: Deepen Client Relationships – Adding Life Planning to Financial Planning

November 17, 2020 @ 9:00 am - 9:45 am CST

Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis.

Each 45- minute session is led by a member of the Carson Coaching coach team and is focused on a specific topic.  We often highlight coaching members who are finding success with a best practice or strategy.  The first 10-15 minutes will either be coach tips or a member interview, followed by 30 minutes of discussion and idea sharing.

Details

Date:
November 17, 2020
Time:
9:00 am - 9:45 am CST