Image For Activity Cover
December 2022 Conversation Circle - Mid-Sized Firms
Conversation Circle Information

Facilitator: JJ Williams, CFP®, MBA

This conversation circle is focused on firms that generate revenue between $1M to $5M per year. This informal, conversation-style meeting will focus on the most pressing questions, issues, and challenges from participants. General topics will include new client on-boarding process, hiring concerns and best practices, or pressing compliance issues.

Availability: No future session
Cost: FREE
Credit Offered:
No Credit Offered
Powered By