Pre-Conference Intensive A – Starting A Professional Fiduciary Practice

Join us for an all-day intensive session (6 hours with a lunch break) that’s designed to help you kickstart your fiduciary practice. This session is perfect for those who are almost licensed as fiduciaries or have just been licensed. We’ll cover the nuts and bolts of setting up your business, including choosing an entity, opening a business bank account, and finding software to set up your firm for future success. We’ll also discuss how to land your first client and manage future clients.