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Redtail Technology > News > Best Practices > Practice Management Takeover with Lacey Shrum on August 9th

Practice Management Takeover with Lacey Shrum on August 9th

Category: Best Practices
Blog Feature Practice Management - Lacey Shrum

Practice Management Takeover webinar with Lacey Shrum

ABOUT this webinar
Topic: Actions to take your fee process from surviving to thriving
Description: Revenue is integral to your business, but fee calculation processes are manual, stressful, and insufficient. So much so that the SEC recently found most advisors have fee and disclosure inaccuracies, setting themselves up for failure in an exam or client inquiry.

In this webinar, Lacey Shrum, founder of Smart Kx, will go over the tools every financial advisor needs to successfully mitigate risk, ace the most common regulator request, and take control of your firm’s revenue.

Register now for this webinar on August 9 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.