Source: Kathy Gregory email@example.com
On March 19th, we’re teaming up with Karbon and Practice Ignition to outline all the steps needed to create a 30-day plan that brings value to you and your clients. Master the stages, gain control over your advisory work, and spend more time building relationships.
Register to learn:
- How to progress through the key stages of Kickoff, Plan, Model, Build to Advise within 30 days
- An agenda and script for your first client kickoff meeting
- Steps to deliver a best-in-class client experience
- How to integrate Practice Ignition, LivePlan, and Karbon to automate aspects of this process
If you cannot attend at this time, register to receive a recording.
Hope you can join us!
Director, Strategic Development and Engagement
Palo Alto Software – Maker of LivePlan, Outpost, Bplans