This webinar explores strategies geared for growth in the new year, offering actionable insights for immediate implementation in your business. Watch now to join as we uncover the strategies that have fuelled Jake's business success. Then, Charlie delves into the power of impactful presentations, revealing the secrets behind effective visuals. Finally, Brandon wraps up the webinar by introducing new templates soon to debut on AdvisorFlow, exploring the advantages of templating in standardizing processes for your practice's success.
In case you missed the event, we've made it easy for you to catch up. The webinar is structured into short segments, with each speaker presenting followed by a Q&A session. We hope you enjoy this session!
Our first speaker, Jake Sheehan, is a Financial Advisor at Life Design Systems. Jake holds CLU, TEP, and FEA credentials and works alongside his father, Joe, assisting business owners and professionals in navigating challenges with insurance, investment, tax, estate, and retirement.
Our second speaker, Charlie Conron, is the Founder & President of Life Design Analysis Software. Charlie created enterprise software to streamline and enhance communication of insurance solutions.
Our last speaker, Brandon Chapman, is a Certified Financial Planner and the founder of AdvisorFlow.
Please reach out to us at hello@advisorflow.ca with any feedback you may have or suggestions on what topic you'd like us to discuss next.
