Client Advisory Services Leadership Roundtable
September 29 @ 10:00 am - 11:00 am
Description: If you are a CAS Leader or part of a CAS department in your firm, this is the session for you! Bring your questions and join Angie Grissom and Amy Vetter to discuss how to work through the challenges you face in your practice – whether that be profitability, technology, work compression, staffing, scalability, and more! This is your chance to bring your toughest question and learn more about how we can help you to create the CAS practice you desire. During this session, we cover more about the program and community that we are creating to support you in your journey!
For more information, please contact Robin Brothers at robin@TheRainmakerCompanies or Amy Vetter at email@example.com.