Small Group was designed to promote networking, collaboration, and discussion. Attendance is limited to 12 so allow for meaningful conversation.
Director: Christine Centeno
Ever wonder how other planners engage with clients or run their practice?
Small Group strives to:
- provide an environment for planners of all experience levels to engage in a monthly topic discussion focusing on practice management on a smaller scale
- provide a unique opportunity to discuss best practices, share, and network with a small group of fellow planners
Upcoming Events
Friday, October 22, 2021 8:30 - 9:30 AM EST
Topic:
Source:
REGISTER
Friday, November 19, 2021 8:30 - 9:30 AM EST
Topic:
Source:
REGISTER
Archive*
*Materials are up to date as of the meeting date they were delivered in.
Friday, May 21, 2021 8:30 - 9:30 AM EST
Topic: Overcoming Clients’ Behavioral Biases Using Nudges, Smart Heuristics, And Behavioral Coaching
Source: Kitces & Carl Podcast; Mar 24, 2021
Friday, March 26, 2021 8:30 - 9:30 AM EST
Source: Kitces & Carl Ep 55
Implementing A Waiting List Or Just Referring Clients Out When Hitting The Capacity Wall
Friday, February 26, 2021 8:30 - 9:30 AM EST (w/NexGen!)
Source: Brené Brown | TEDxHouston | June 2010
The Power of Vulnerability
Friday, January 29, 2021 8:30 - 9:30 AM EST
Source: Kitces & Carl Podcast; Nov 11, 2020
Deepening Client Connections With Virtual Planning Meetings
