Recorded Webinar
Best Practices

Strategies to Navigate Change and Enhance Client Experiences

ABOUT THIS WEBINAR

Growing your advisory practice while navigating changes can be challenging, but it’s essential for long-term success. In this webinar, we’ll address the real hurdle of change fatigue and share five techniques to lower fatigue, expand critical thinking, gain buy-in to changes, and accelerate growth. 

Join Jennifer Goldman from My Virtual COO and Chris Kopanski from Wealthbox for a previously recorded webinar on improving internal operations and enhancing the client experience. 

This webinar covers

  1. 1 Techniques to mitigate change fatigue within your team and keep them energized and retained during periods of growth and transition.
  2. 2 Strategies for expanding critical thinking skills within your team to adapt to changes effectively and proactively identify opportunities for improvement.
  3. 3 How to optimize Wealthbox workflows and streamline operations by continuously refining processes and activating integrations for time-saving benefits.

SPEAKERS

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

Jen Goldman

Jen Goldman

Business Operations Transformer

My Virtual COO

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