Supporting you and your business as we transition through this challenging time.

If you missed it or want to view it again, watch the recording of our strategic practice management during COVID-19 webinar.

In the webinar, Business Solutions Consultant Michele Gervais walked through practical tips to shift from reactive to proactive and set advisors, and their practice, up for the future.

The webinar focused on building a 90-day, actionable game plan to help:

• Prioritize your time to work ON the business, rather than just IN the business
• Identify conversation opportunities with growth clients in your book of business
• Adapt your sales conversation to create decision momentum

The PowerPoint presentation is also available, which includes a blank 90-day game plan for you to fill out.

Questions and feedback

If you have questions or feedback on the session, please submit them to Tyler Orchard, Associate Vice President, MGA Partnerships.