FPA of Austin Topics & Tacos
Topics: Taking on Clients
Date: March 11th, 7:30 - 9:00 am
Location: Taco Deli, 701 S Cap of Tx Hwy, Austin, TX 78746
Join us to discuss:
- Best practices for transitioning clients from senior advisors
- Building trust quickly
- Handling firm mergers & acquisitions
We hope to see you there!