AGN’s Pipeline Webinar Series

With capacity challenges affecting most firms, filling your pipeline may not be your highest priority. But the way your firm approaches marketing and sales may be one of the keys to helping alleviate workload pressures and managing growth is imperative to firms’ futures. We’ve revamped the filling the pipeline webinar series to address the current state of the profession. During the three-part series we’ll focus on the fundamentals of intentional, people-first growth that creates incredible opportunities for your people and your practice. Each 50-minute webinar qualifies for CPE and gives you the tools and resources you need to manage long and short-term opportunities. 

Learning Objectives

• The power of focus in your practice
• How adopting an abundance mentality can empower you and your people to say yes more often
• Ways to encourage your people to engage in the process of growth
• Why relationships matter, and how to create a growth ecosystem
• How to create opportunities that will excite your people and add value to your firm
• How to use the pipeline report as a capacity planning tool
• What an advisory mindset looks like, and how the behaviors that advisors practice
• The value of addition by subtraction, and how to use client right-sizing as a catalyst for growth