GoingToMeet

As we built the educational agenda for this event, we continued to focus on one sentence that should permeate the conference.

Run your business like a business, doing so with passion, creativity and the highest level of critical thought.

*Run your business like a business – understand your industry, competitive forces, and the economic environment that impact you.

*Do so with passion and creativity – As Mitch Anthony once said “We are to be for our clients the vision of a life fulfilled”. Passion and creativity are essential to building a thriving financial advisory practice, and to maintaining ones “heart” for serving their clients.

*Maintain the highest level of critical thought – further develop your knowledge of financial planning and investment management, and remain focused on the importance of critical decision making when working with clients and running your practice.