HEADSPRING PROFESSIONAL DEVELOPMENT

Keynote Presentations/Workshops

Topics include:

• Buying or Selling a Financial Advisory Practice
• Building a Fee-Based Business
• Financial Advice in Canada: Industry Trends
• Getting Noticed: Enhance Your Reputation and Build Your Brand
• Building a Professional Financial Advisory Practice
• Conversations with High-Net-Worth Clients
• Improving Client Retention
• Taking Your Business to the Next Level
• Strengthening Client Relationships: Advanced Estate Planning
• Success on Your Own Terms
• Increasing the Value of your Business

Coaching with Sandra Foster

Work one-on-one with Sandra Foster to build a professional financial advisory practice. The higher-net-worth client looks for a financial advisor who provides advice and clearly demonstrates that he/she is a professional. Work with Sandra to move to the next level of professionalism and profitability.