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How to build a successful financial firm

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Exceedia Consulting Ltd.

3016 19 Street Northeast

#218

Calgary, AB T2E 6Y9

Canada

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Are you a financial advisor who wants to learn how to run your business? Struggling with organizing your work? Hired an admin assistant and they don't know what to do? Too busy to train them?

MONEYBALL PLAYBOOK for FINANCE PROFESSIONALS

Find out how the inefficiencies in your practice are a result of the lack of a process.

Come to an introductory class and learn about our systematized approach to practice management and find out how to build your business practice with a clear, predictable process from identifying your ideal client through onboarding and more!

The Moneyball System is based on the knowledge that the most effective relationship you will have with a client will require you to implement a consistent and high level of client service, provide a process to establish trust with new clients, process to enhance your relationships with existing clients and a structure for monitoring your business when issues arise.



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Location

Exceedia Consulting Ltd.

3016 19 Street Northeast

#218

Calgary, AB T2E 6Y9

Canada

View Map

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