MDRT has three lunchtime events taking place in Victoria, NSW, and Queensland this month, giving attendees a chance to catch up and hear from Sharon McClafferty, Founder and CEO of business development firm Slipstream Group.
During her presentation McClafferty will detail three critical systems that she says lies behind the success of leading firms and will share:
- Financial performance insights from businesses just like yours
Sharon McClafferty. - Real-world transformations achieved through strategic focus
- Practical strategies you can implement to elevate your business
The lunchtime events (12pm to 2.30pm) are being held in:
- Queensland, Wednesday 21 May – book here
- NSW, Friday 23 May – book here
- Victoria, Friday 30 May – book here
McClafferty says top-performing financial planning businesses achieve strong margins, sustainable growth, and the freedom their owners envision.
“Whether your firm generates $500,000 or over $10m in revenue, three systems are key to boosting profitability, improving efficiency, and driving long-term growth,” she says.
The events are supported by Futurity Investment Management, MDRT’s education partner, and as part of the program it will present a case study highlighting how innovative strategies are being applied in real-world advice practices.
There will also be Q&A session.
