Patti Brennan began her financial planning practice in her laundry room. Today, Key Financial, Inc. is a nearly $2B firm.
In this webinar, you’ll hear from Patti and members of the Key Financial team about crucial milestones attained throughout the firm’s 36-year history and the processes they used to achieve them. Learn actionable steps from Key Financial and eMoney you can implement now to help grow your practice—without sacrificing the delivery of client-centric financial plans that make a difference.