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Redtail Technology > News > Best Practices > Practice Management Takeover with Charesse Spiller on March 8

Practice Management Takeover with Charesse Spiller on March 8

Category: Best Practices
Blog Feature Practice Management - Charesse Spiller

Practice Management Takeover webinar with Charesse Spiller

ABOUT this webinar
Topic: Creating a Scalable Vision for Your Service Model
Description: Financial planning firm owners are confident that they deliver exceptional service. However, they become so bogged down in the details of working in their business that they forget to work on the business. This webinar will focus on the following:

-Creating an outline of your firm’s services
-Better understanding what tasks your services encompass
-Capturing your value proposition
-Building unique “wow” factors to nurture client relationships
-Setting up a delegation plan for your service model
-Pulling yourself out of the business’s day-to-day to free up time and add value to your firm

We’re honored to welcome Charesse Spiller back for another takeover Tuesday this year! Equipped with more than ten years of industry experience she is the founder and principal consultant at Level Best which was established in 2016.

Register now for this webinar on March 8 at 10 am Pacific.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.