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Virtual Event Virtual Event
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Future Proof Your Practice

Virtual Event Virtual Event

March 27 @ 12:00 pm 1:00 pm America/New York

$49.00 Quality Content Guarantee – If the course didn't provide you with helpful information, we will refund your money (and we will still process your CE credit).

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This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight analysis tool to identify trends that could interrupt your business. Learn how to change these disruptors into indicators that can shore up your bottom line.

Approved for 1 continuing education unit for the CFP® and AFC® certifications.

Learning Objectives:

After completing this webinar, financial professionals will be able to:

  1. Find  trends in seven key areas: social, technological, economic, environmental, legal, and ethical using the STEEPLE method 
  2. Learn how to use  the analysis tool with your  clients to identify disruptors to  their financial plan
  3. Utilize a communication tool  to help facilitate discussion around future financial preparation