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Advisors' Academy

Practice Management Academy

9/21 - 9/22

Advisor's Name
Your Name
Your Position
What are your daily duties?
Time allocated to each duty?
What is your favorite part of your job?
What is your least favorite part of your job?
Please prioritize from 1-10 the material you would like to cover:
Client Service
New Business Processing
Online Metrics
Finding Opportunities
Drip Marketing/Social Media
Call Scripts/Overcoming Objections
Bull's-Eye Marketing
Staff Positions/Descriptions
Client Surveys/Reviews
Referrals
Additional Questions:
What do you hope to attain from this Practice Management Academy?
What additional topics would you like to cover?

We have taken all the surveys and feedback from the last PMA into consideration while planning this year's event. We appreciate your time and effort to help us craft the most beneficial PMA yet!


We look forward to seeing you soon!

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