Workshop Preview Series
Countdown to the Build a Better Business Workshop (Winter 2023)
Want to make more money and better serve your clients by working smarter, not harder, but not sure how? Join ultra-successful advisor Debra Taylor and Horsesmouth Editor in Chief Sean Bailey for a special series leading up to the Build a Better Business virtual workshop, where Debra will talk about the key areas that advisors need to focus on to achieve large (and sustainable!) growth:
With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Sean M. Bailey, Horsesmouth Editor in Chief
Monday, February 6, at 2:00 p.m. ET / 11:00 a.m. PT
(Build an Amazing Marketing and Communications Strategy & The Client Experience)
Tuesday, February 14, at 4:30 p.m. ET / 1:30 p.m. PT
(Protect Your Fees, Attract Prospects, and Keep Clients by Adding Services and Providing What Investors Value)
Wednesday, February 22, at 4:30 p.m. ET / 1:30 p.m. PT
(Build Better Digital DNA)
Thursday, March 2, at 4:30 p.m. ET / 1:30 p.m. PT
(Make Financial Planning the Cornerstone of Your Practice and How to Do It)
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