Best Practice Webinar Series
Recorded webinars and videos that focus not just on the "how?" but also the "who, what, when, where, and why?"
- ★ Training from Home: Victory in a Virtual World Series 2020
- ★ Training from Home Summer Series 2020
- ★ FAQs - Training From Home Summer Series 2020
- ★ How to Handle Prospecting Series 2020
- ★ Ask a Trainer Series
- ★ Workflow Series
- How to Harmonize Different Features of Redtail to Provide a Consistent Client Experience with Adam Cmejla [45:03]
- The High-Performance Organization with Peter Montoya
- Deborah Fox with AdvisorTouch: The Integrated Practice: Managing and Delivering a Robust Practice Management System with Maximum Efficiency [32:28]
- Practical Application of Office Procedures through Redtail Workflows with Kate Guillen [43:13]
- Business Development Series
- Using Redtail Speak and NexGen Workflows - AdvisorTouch (Formerly Fox Financial Planning Network) [43:11]
- Practice Management Spotlight with FA Match - Passive vs. Active Recruiting [29:26]
- Practice Management Spotlight: Strategies for Improving Workflow Functionality with Adam Cmejla [58:39]
- Double Your Income with Client Events [40:29]
- Workflow Workshop W/ AdvisorTouch (formerly Fox Financial) - May 2018 Series
- Double Production with Memorable Client Experiences
- Practice Management Spotlight Featuring Jeff Rose [50:59]