Go from old school to cloud leader

The trusted strategies still work. Now it’s time to add the latest trends and tech to advance your practice into the future. Learn how at The Rainmaker SuperConference in Nashville.

 

Attend tech track

Join us at The Rainmaker SuperConference

June 5 – 7 in Nashville

Baby Steps to Future Proof Your Practice

Technology Track, June 6, 3:15PM

Jay Kimelman

Articles and guides

Education

Upcoming events

Wed, 15 Aug 2018

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

You need partner edition to attend this course.  View course

Live webinar - 4 HOURS

Thu, 16 Aug 2018

New

Getting to know Xero (30 mins)

Start your Xero journey with this high level overview of important features and what makes Xero stand out from the crowd. View course

Live webinar - 30 MINUTES

Tue, 21 Aug 2018

New

Getting to know Xero (30 mins)

Start your Xero journey with this high level overview of important features and what makes Xero stand out from the crowd. View course

Live webinar - 30 MINUTES

Materials


Womens Leadership forum

Creating a Supporting Network (PDF)

Looking into the Crystal ball

Modern Succession Planning (PDF coming soon)

 

Fun and inspiration