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Impactful Extras Webinar Recap: Mid-Year Reviews

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Webinar: Recognize and Capitalize on Your Firm’s Crucial Growth Opportunities on Thursday, September 30 from 2:00 - 3:00 p.m. ET

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In this session, we covered how to build a comprehensive presentation template and what information to review with clients as we walk through the top reports to include in your mid-year review.

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Looking for more training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your May Training Opportunities here.


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