The growth blueprint: How to connect with purpose, solve client pain, and scale your firm
In an era where high-net worth clients expect more than ever, many financial advisors struggle to articulate their value — and they’re losing business because of it. To win in today’s market, you need better tools and a better story.
Join us for an exclusive, 45-minute webinar with Derrick Kinney, author of Good Money Revolution and a highly sought-after speaker in the industry. Known for his transformative approach to practice management, Derrick will share his framework for tying meaning to money and purpose to profit.
In this session, you will learn:
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