Our Advisor’s Assistant Training Program runs periodically.
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Have an assistant that relies on your constant direction to support you? Do you struggle with how your assistant prioritizes tasks? Would you prefer an assistant that runs the office and can anticipate your needs to FULLY support you? Transform your assistant into your true Practice Manager. This three day intensive small group training program covers it all! It provides the raw templates, checklists and trackers, allowing you to customize to fit your brand.