Upcoming Live Webinar: How to Prep For Full Financial Plan Updates in 10 Minutes (Without Sacraficing Quality)

On May 15th @ 3pm EST, our CEO & Founder Adam Holt, will be joining Libby Griewe, for a candid conversation about how financial advisors can streamline their planning meeting prep and deliver their client service model more efficiently.

They’ll dive into:

  • How to prep for a planning review in just 10 minutes—saving you valuable time

  • Why "Conversational Financial Planning" is the future—and how to simplify your client meetings

  • How to streamline your prep process and get to the key points quickly

  • Best practices to ensure you stay ahead—even as AI reshapes the industry

  • How to refine your service calendar to create maximum planning impact

This free webinar is packed with insights that will help you save time, deliver more impact, and elevate your client interactions.

Sue BaeWebinar, Upcoming