Brandon Welch, MBA, CFP®, built a thriving advisory practice in just a few short years by rethinking the client experience, prioritizing process, and using educational marketing to stand out. In this Covisum Conversations session, he’ll share how a clear, consistent process and a focus on tax planning as a differentiator have fueled his success—and how you can apply similar strategies to grow smarter, connect deeper, and deliver greater value to your clients.
What You'll Learn:
Secure your seat and walk away with actionable ideas you can put into practice immediately.
For Advisor Use Only - Not intended for the general public.
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