Image For Activity Cover
Conversation Circle - Large Firm: October
Conversation Circle Information

Join the Large Firm Community to discuss the topic of leadership. This session will cover client leadership, including becoming the lead advisor in the client’s view, how to transition clients and measure success, and team leadership, including leader development and key measures for determining when someone is ready for partnership. If your firm’s leadership team is working on improving its overall advisor team leadership or if you are a team member looking to be a part of leadership, this will be a beneficial discussion for you! 

Moderators: Jaime Ruff & Laura Lion
Audience: Large Firm
Availability: No future session
Cost: FREE
Credit Offered:
No Credit Offered
Powered By