Name
Creating a Practice on Purpose
Date & Time
Monday, March 25, 2024, 11:30 AM - 12:10 PM
Speakers
Laura LaTourette (she, her) Founder, CFP®, Family Wealth Management Group
Chloe Moore Founder, Financial Staples
Chloe Moore Founder, Financial Staples
Description
Advisors want a practice that aligns with what matters most to them. That means serving the people you want to serve and living the life you want to live.
Two advisors share how they’ve built profitable businesses working with communities that are meaningful to them while also fulfilling personal goals to help the profession. You will learn how they built their practices and their why. They will share best practices in operations, processes, and marketing, building referral relationships that serve your clients, how they define success and conquer imposter syndrome, how they’re helping the profession, and how you can become an advocate
Location Name
Osprey 1
Full Address
Walt Disney World Swan Reserve
1255 Epcot Resorts Blvd
Lake Buena Vista, FL 32830
United States
1255 Epcot Resorts Blvd
Lake Buena Vista, FL 32830
United States
Session Type
Breakout Session
Presentation Link