Advisor Stories: Mastermind Series
10 videos • 185 views • by USA Financial This webinar series combines two powerful and highly interactive meeting formats - an interactive executive panel and the open dialogue nature of a mastermind roundtable. Each session in the Mastermind Series will explore different strategies and tactics designed to help attendees in each of the three crucial phases of elite practice growth & development, including: Acquisition- Where the need to acquire new clients and assets through innovative marketing is a priority Expansion- Where the need to scale and/or create efficiencies through systems and processes is critical. Succession- Where guidance relating to a future transition in your practice is needed, whether through a new acquisition, a merger, or the sale of your business. Contact USA Financial: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usaf...