Home

Coffee Talks

Edition 40 – Tony Bosch

Edition 40 – Tony Bosch

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.
Play Video

Process: Your Key to a Successful Succession In this edition of Coffee Talks, Tony Bosch, CFP, CLU, CH.F.C, CHS, MFA, Executive Vice President, Broker Development at HUB Financial introduces a proven and methodical process which can help advisors understand what they truly want and need from their succession/transition plans so that they can achieve results.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

Comments are closed.