ABOUT this webinar
Topic: Practice Management Takeover with Charesse Spiller, Founder and Operations Consultant at Level Best
Description: Maximize Your Client Journey for Ultimate Scalability
Join Charesse Spiller, Founder and Operations Consultant at Level Best, for the most critical webinar every firm must attend to ensure scalability and quality in their financial planning practice. In this webinar, Charesse will teach you how to:
• Maximize your existing tech stack
• Differentiate your client journey from your competitors
• Identify touch points that pay off for the long-term
• Utilize toolkits to nurture prospects and clients
• Organize your foundational processes
