Master the Basics

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Home > Video

Master the Basics

Course Details

Organizing a Life-Planning Practice

Roy Diliberto
Chairman and CEO
RTD Financial Advisors,...

Roy Diliberto, author, Financial Planning-The Next Step: A Practical Guide to Merging Your Clients Money With Their Lives", will discuss how to organize a financial life-planning practice. Topics covered will include the firm's organizational structure, how to get paid for your services, compensating and motivating staff, attracting and retaining other professionals, and other items that are vital to having a successful and profitable financial life-planning practice.Duration: (1:13:18)

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