Steps to Success Series: Business Basics | Structure for Success

Steps to Success Series: Business Basics | Structure for Success

Attend & Learn:

• Entity Types- Pros and Cons
• Tracking Business Expenses
• CRMs, Hardware/Software Tools (free, paid)
• Succession Planning
• P&A Resources that Save
• Organizing Data & Helpful Reminders
• Spreadsheets, Cloud Storage, and PDFs
• Password & HIPAA Best Practices

Tools, resources, and knowledge provided in this training!

Steps to Success is an ongoing training series with different topics every month. We encourage new and seasoned agents to join- there is something for everyone!!!

Visit the Agent Dashboard to Register!