Jan 30, 2013

Building a Profitable Practice in the Digital Age – Part 1

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Seven thought leaders in the financial services profession presented their views in a roundtable discussion following the Financial Planning Association's National Conference in San Antonio in October 2012. In this video, Julie Littlechild, founder and CEO of Advisor Impact, Inc., tells us how to engage clients, generate referrals, and become more profitable. Click to download the corresponding white paper transcript.