Business Webinar: Partnering with a Daily Money Manager

Business Webinar: Partnering with a Daily Money Manager
Learn about Daily Money Managers (DMMs) and understand how they can become your best referral resource. In this case study, we will discuss how a DMM and ALCP worked in tandem to best serve individuals who do not have local family or loved ones and how this model can enhance your practice. During this webinar, the presenter will use several case studies to illustrate how ALCPs can work with DMMs to mutually support their clients through their complimentary skill sets while growing their practice and referrals.
Non-member price: 49.95
19.95
You save: 60.1%