1.00 ASPPA Credit
1.00 JBEA Non-Core
Speaker: Toni Whaley CEO/Founder Paladin Advisor Group a PlanMember Financial Center; Paul Prete, CRES, Director of Advisor Relationships, PenServ Plan Services Inc; Panelists – TBD
Experience Level for Attendees: Intermediate
Target Audience: Advisors and practitioners who have several years of experience in their field. They will have had the opportunity to try a few practice management tools and need some tweaking in application or mind-set. Advisors who are looking for ways to improve their effectiveness in the field.
Keywords: Next Steps in Time Management, practical ideas, goals and achievement, business improvement, building a healthy practice
IRS Program Number:
Description: The topic of managing one’s time to become effective in work or leisure has been covered. But what would the next step beyond the information look like in your business and life. We have asked a couple peers to come together and share actual ways they have applied time management skills to their work and life. Join us as we discuss the popular ideas and boil it down to the practical real-life application.