Be A Part of What’s Next

 

What We Will Cover Together

GET READY FOR A CHANGE
We will spend two days completely immersing you in industry-changing services and tools, which will empower you to accomplish the following:

  • Rapidly Attract New Clients

  • Easily Increase Referral Flows

  • Quickly Expand Revenue Channels

  • Become The Leader In Your Market

A VIEW FROM 50,000 FEET

No matter your desire as an advisor to serve, you MUST first overcome this hurdle: getting the attention of your client or prospect.

If everything we have been taught actually worked, then all clients and financial advisors would be happy! No client would be looking for another advisor. We have completely shattered the industry’s status quo by providing you market-leading communication tools. When advisors combine our marketing tools and client management services, their productivity skyrockets.

With a combined fifty years in the industry, we practice what we preach. We have a real passion to see our clients and our members meet the goals they have set for themselves. We really look forward to seeing you at our next event.

Pick Your Date

thanks!
summer dates are filled up

The location for our next event will be Sarasota in Q4, 2019
Check the Agenda below to see how each day will expand your horizons!

Register My Seat!

WHAT’S NEXT EVENT AGENDA

Full Day

  • 8:30 - 9:00 :: Breakfast

    Meet and greet other top advisors from around the country. We will observe a moment of silence to say goodbye to everything you knew before.

  • 9:00 - 10:30 :: Snap Marketing

    Fasten your seat belt and make sure your tray tables and seatbacks are in their upright and locked positions. You have spent years building your great practice. These first tools we will share with you are designed to help you expand and harvest the fruits of your labor like you’ve never seen before.

  • 10:30 - 10:45 :: Break

    You will need it to catch your breath after our first session. The good news? You haven’t seen anything yet!

  • 10:45 - 12:15 :: Paradigm-Shift Marketing

    We will unleash a powerful set of tools the industry has never seen. These video marketing materials, produced by our Emmy-Award winning production team, will rapidly expand your prospecting efforts. No matter who you show them to, you will get their attention.

  • 12:15 - 1:30 :: Lunch

    We’d recommend you take this time to mingle with other advisors from around the country. You never know what you will learn from other successful, like-minded professionals.

  • 1:30 - 3:00 :: A brand new Service landscape

    During the afternoon sessions, we will share with you a client service platform that will not only expand your revenue channels, but will provide your client a view of their financial planning pathway ahead in a light they have never seen before.

  • 3:00 - 3:15 :: Break

    Last chance to catch your breath and focus your mind. We have one more session today before you will be introduced to a revolutionary and refreshing dinner seminar your clients and prospects will love.

  • 3:15 - 4:30 :: Plan for Success

    You will enhance your client services while shifting from a selling to serving model. You will learn how to engage your client like never before. Step-by-step, we will walk through the key drivers of your new revenue channels – and why your client will be asking you to solve their needs.

Dinner Presentation

  • 6:30 - 9:00 :: Meet Your New Dinner Seminar

    As we enjoy time to relax and review ideas together as well as best practices we are seeing among Member’s success stories, you will be introduced to a new seminar process which is breaking records and selling out rooms all over the country. Once you see this, you will quickly understand why and how we have changed seminars forever.

Half Day

  • 8:30 - 9:00 :: Breakfast

    There will be extra strong coffee served as most have not slept given the excitement of the first day and the explosive revenue driving seminar from the Dinner session last evening. We will have bagels and donuts as well just in case.

  • 9:00 - 10:30 :: Reimagining Portfolios

    You will be immersed in DOL compliant investment recommendation planning. While digging deeper into Demogronomics, we will address portfolio overlays, results, history and the why’s and how’s of their creation. We will discuss the key drivers, the patience instilled for investors – all driving the reason your clients and prospects will love this logical, understandable, story-based approach.

  • 10:30 - 10:45 :: Break

    By now you have been filled with so many fantastic growth catapulting ideas for your practice that it will be easy to feel like your mind is racing in a million different directions! Tighten that seat belt – the landing speeds at our conferences are usually pretty hot.

  • 10:45 - 12:15 :: A Fantastic New Beginning

    We will finish with the “where and why” of each of the portfolio models and how they can often be best used for client needs. We will highlight samples of what has been uncovered by our Members across the country as they implemented this platform. This step usually triggers literally dozens of ideas of who you can go back and reach out to in order to rekindle old discussions or open new doors – all with the best tools in the business now at your fingertips.

    In the wrap-up, we are going to review how each of these layers works to expand your business, stabilize your book, increase the confidence of your client, substantially improve your productivity, expand your AUM and highlight your new revenue drivers. As you leave, you will have a surge in new confidence about where your successes will take you as we step forward together. We like to end each conference making sure all our Members are supremely confident of this: Your best days are ahead.

Limited Availability

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