Grow or Plateau: Give Your Practice the EDGE

Monday, February 23 at 2 p.m. ET

We've listened to how top-performing advisor teams define what sets them apart - particularly how they ensure their practices thrive while others may plateau. Join Jenine Garrelick in Straight Talk’s season opener as we unpack strategies to help give your practice the EDGE to achieve more and thrive. We’ll cover four key areas of success:

• Efficiency: Save time, reduce risk, increase your team’s productivity
• Distinction: Elevate your brand, strengthen networks, and raise your community profile
• Growth: Scale your client base, drive referrals, and build relationsships with subsequent generations
• Excellence: Customize client services and share Heritage Planning resources to address their needs at every life stage