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Practice Management Series: Building The Business (Spring Session)

Build the practice you’ve always imagined. From branding and marketing to client experience and financial planning in practice, this comprehensive program gives early-career advisors a proven framework for sustainable growth. Ideal for advisors 10 years or less in the business. Includes two private coaching sessions to personalize your strategy.

Price:

$985.00

Program Dates/Time

  • April 14, April, 21, April 28, May 5, May 12  (10:00 - 11:30am ET)
  • Bonus: Includes 2 private coaching sessions (dates TBD)

Program Details

  • $985 per person

Limited to 30 participants.

Questions?

Please email study@amiablelife.com.

What Our Students Say:

"Third time test taker, but first time with Danko and passed today!! Thanks to everyone at Danko, especially Amy Leis who helped a ton with getting through this thing."

J.S.

"Passed! Thank you so much team Danko, couldn’t have done it with out you. Everything you taught and said was true. The test definitely didn’t feel as hard as Brett’s and the attention to detail made it easy to spot when they were being tricky."

C.S.

"Passed! Thanks to the Danko team for getting me to the finish line. It was hard, but I had the tools!"

L.D.

Ready to become a CFP® Pro?