Advancing Knowledge in Financial Planning
Join Limitless Advisor for a virtual Learning Summit followed by a two-day, in-person workshop to apply what you have learned. Stephanie Bogan and Adam Cmejla will provide personal support with hands-on work, peer collaboration and real-time coaching, all focused on helping you roll up your sleeves to build solutions that put what you’re learning to work in your practice. You'll leave with the foundation and tools to deliver deeper value to clients and prospects by elevating your meetings, driving more meaningful engagement, and delivering your message with clarity and confidence.
This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.