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Monday, December 17, 2012

11:25 a.m. - 12:15 p.m.


Joni Youngwirth, Managing Principal, Practice Management, COMMONWEALTH FINANCIAL NETWORK

It used to be enough to simply provide clients with good financial guidance. But today's financial entrepreneurs also need to be savvy business professionals. Where do they find the time? In this session, we will create a framework for proactively addressing and systematizing practice management. Participants will assess their current practice management MO and leave the session with selected action steps for their office! 

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