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Women & Finance Knowledge Circle: Book Discussion: How Financial Advisors Can Implement Traction and Focus on Growth

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Includes a Live Web Event on 04/10/2025 at 12:00 PM (MDT)

Join the Women & Financial Knowledge Circle on April 10th for an engaging discussion of Traction: Get a Grip on Your Business by Gino Wickman. In this session, we’ll explore how the six key components of the book can help strengthen and grow your advisory firm.

Discover simple yet powerful strategies to run your firm with more focus, growth, and enjoyment. Learn how leading financial advisory firms are applying these principles to create profitable, frustration-free businesses. Together, we’ll focus on what’s most important for the growth and health of your firm, ensuring long-term success in a competitive industry.

This is a great opportunity to gain actionable insights and connect with fellow advisors. We look forward to having you join the discussion.

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Women & Finance Knowledge Circle: Book Discussion: How Financial Advisors Can Implement Traction and Focus on Growth
04/10/2025 at 12:00 PM (MDT)  |  60 minutes
04/10/2025 at 12:00 PM (MDT)  |  60 minutes Join the Women & Financial Knowledge Circle on April 10th for an engaging discussion of Traction: Get a Grip on Your Business by Gino Wickman. In this session, we’ll explore how the six key components of the book can help strengthen and grow your advisory firm. Discover simple yet powerful strategies to run your firm with more focus, growth, and enjoyment. Learn how leading financial advisory firms are applying these principles to create profitable, frustration-free businesses. Together, we’ll focus on what’s most important for the growth and health of your firm, ensuring long-term success in a competitive industry. This is a great opportunity to gain actionable insights and connect with fellow advisors. We look forward to having you join the discussion.
Course Evaluation
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available