
Resources for Your Practice
Resources for Your Practice
Growing and leading your practice is a critical part to your success and yet often it is hard to keep your focus on these types of activities. The resources we have assembled on this page and the Resources to use with Clients page can help you to focus on business strategy, business development, and how to effectively lead teams.
Session 2: Advisor Success Story: Engaging Your Clients in Philanthropy (1hr)
Philanthropy is one way you can grow your practice—while helping your clients build stronger family relationships. You'll hear insights from advisors and clients on how philanthropy has worked for them. 1 credit hour for CIMA®.
Thursday, October 21, 2010, 1pm (PT)/4pm (ET)
WatchiShares Charitable Giving Program
Learn how to establish a financial legacy and share your good fortune with others.