Building your Virtual Practice
Financial Planning Standards Board Ltd. (FPSB) hosted a complementary live webinar for the global community of CFP® professionals.
The webinar features an in-depth discussion on building a virtual practice with Australia’s Adele Martin, CFP®, held on the 22nd September 2020.
In the session, Adele shares her experience with operating a virtual practice, including:
- Exploring tools that will help financial planning professionals set up and run a virtual practice
- Examining how to maintain and build client relationships in a virtual environment
- Evaluating the role of technology in a virtual financial planning practice
Visit this link to watch the event. (This business value event does not qualify for CPD hours)
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