As we wrap up the year and look towards the future, it is critical that we reflect on ‘what has been’ to give us the perspective and wisdom to determine ‘what could be.’ In this session, we will be asking ourselves and your peers some critical questions: What do you and the team do better today than before the pandemic? Where may you have new vulnerabilities? What is the biggest opportunity operating in the new environment? Identify ways you can improve in the new year by having an open discussion with your team surrounding these questions.

Speaker:

David Patchen, Senior Vice President, Education & Practice Management, Raymond James Private Client Group 

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected