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Everyone dreads dealing with an underperforming employee—but the longer you put off terminating an ineffective sales assistant, the greater the risk to your practice. Take action swiftly and appropriately using this five-step approach.
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Savvy Tax Planning School for Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
November 2-3, 2023
New York City
Liftoff! Financial Educator Marketing Coaching Program
8-Session Coaching Program
Begins October 11, 2023
The Discovery Meeting Workshop: Transform Your Discovery Process
October 23-24, 2023
Video Boot Camp Workshop
Exclusively for Master Members
Begins October 5, 2023
IRA Planning Workshop: SECURE Act Strategies for Guiding Clients Right Now
With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA
Begins November 9