Past events

Missed a session? No problem. Recordings are available on-demand.

Session recorded on May 18, 2022.

• Video highlight - Are emotions relevant to financial planning?
• Video highlight - Green zone and red zone clients
• Mapping your clients’ needs worksheet

Session recorded on March 30, 2022.

• Video highlight - When it comes to terminology - keep it simple
• Video highlight - Modern technology has many benefits for your practice
• Your business, your plan worksheet