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