Financial measurements essentials course

About the financial measurements essentials course

Discount Code: "REIMAGINED"

Investment: $495/Person

Outcome: Offer semi-monthly or monthly financial meetings to your existing clients at an average rate of about $500/month.

Start Date: Friday, October 21

  • Meet & Greet at 10:45 AM
  • Instruction from 11:00 - 5:00 PM
  • Q&A (optional) with class instructor 5:00

Instructor: Justin Hatch

Financial reporting is tough. You know better than anyone. What are the reports I should be sending? What does the client expect? Are there some reports I should be charging more for? Business owners desperately need help. And building the perfect advisory solution is really tough. Learn from the experience of advisory firms all over the world. In this workshop, you will learn what things your clients will pay more for, key metrics you should always start with, how to create an otimal report, how to make yourself indispensable, manage clients' expectations, secrets to a perfect relationship, how to scale your practice, and how to build a reporting process that is actually sustainable. You will receive the materials you need to do all the above things and more. Join us on May 4th for the Woodard Power Day that will change your practice forever.


This Workshop is also available through the Annual Subscription