Our thought leader panel will facilitate a group discussion designed to be a resource to help you grow your practice. Topics of discussion will include hourly financial counseling for clients that need to get financially stable and/or get out of debt; hourly financial planning for Millennials up to retiree age; clients that are planning for their family or a charitable institution; M&A consulting for business owners; tools you utilize when clients aren’t following through; ways that you help move clients forward; and how to handle clients that seem to have the same problems every time you with them.