Schedule A Call
I'm looking forward to discussing the challenges you are facing.
Back Office Advisor sponsors a monthly, free call to help advisors get concise and useful advice in running their firms. These calls are free but registration is required. If you are interested in participating, please email Phyllis Chase @ This e-mail address is being protected from spambots. You need JavaScript enabled to view it .
Upcoming scheduled calls:
February 1, 2012 - Linda Stimac, author of Rainmaker DNA will lead the discussion and answer your questions. Linda has "reconditioned" the skills of more than 3500 advisors during her career in financial services. The need to develop new business has never been greater--what is the DNA footprint of today's successful rainmakers? Learn how can you determine if you or potential new advisors have what it takes? How can you strengthen or recondition it?
March 7, 2012 - Jennifer Goldman of MyVirtualCOO.com will give us an update on the takeaways from the 2012 T3 conference.
March 21, 2012 – SPECIAL EVENT - By special request of the PMSG, Ginny presents information to enhance your professional and your personal life. We all have the same number of hours in every day of every week--how we manage that time directly relates to what we can achieve. This FREE webinar will be full of tips and ideas on how to better manage your time. Don't work harder, just work smarter.
April 4, 2012 - Julien Mordecai of All Back Office Consulting presents solutions to the dilemma of how to improve the function of your back office.
May 2, 2012 - Caleb Brown CFP of Experienced Advisors Recruiting will focus his discussion on hiring experienced advisors into your firm.
