Agenda
8:00 AM – 9:00 AM
Registration and Continental Breakfast
9:00 AM - 9:45 AM
Realize the Opportunity
There has never been a better time to build a world-class financial services practice. Learn how elite financial advisors—who earn an average of $881,000—leverage seven proven strategies to achieve their breakthrough results. Learn how to transform your practice into a world-class business that will support the quality of life you want, by creating an exceptional experience for your clients.
9:45 AM – 10:15 AM
Attract the Right Affluent Clients
Uncover the key concerns of affluent clients and exactly what they want from you. Then find out how to use these important insights to attract an endless stream of prequalified, pre-endorsed prospects who will move you upmarket to greater profitability.
10:15 AM – 10:45 AM
Refreshment Break
10:45 AM – 11:20 AM
Strengthen Your Client Relationships
Learn our proven five-step wealth management process that will enable you to consistently deliver an exceptional experience to your clients—and empower you to be successful on purpose.
11:20 AM – 12:00 PM
Capture Additional Assets and Acquire New Clients
Discover the proven elite advisor business development processes that will bring you ever-increasing financial rewards. Master client referrals and discover the breakthrough opportunities available through forming strategic alliances with attorneys and accountants.
12:00 PM - 1:15 PM
Luncheon
1:15 PM – 2:00 PM
Become a Highly Successful Entrepreneur
Learn the step-by-step process for building a simple and elegant wealth management business—one in which you are indispensable to the right affluent clients while you build a great quality of life for you, your team and your family.
2:00 PM - 2:30 PM
Create Leverage Through Powerful Alliances
Elite advisors outsource everything but client relationship management, expert relationship management and business development. To become a great entrepreneur, you will identify your core competencies, find out how to choose your outsourcing partners well and then learn a systematic process for intelligent outsourcing.
2:30 PM – 2:50 PM
Refreshment Break
2:50 PM – 3:20 PM
Maintain Your Competitive Edge
Your clients’ expectations and the increasing complexity of the financial services industry are creating unprecedented demands on your skills and knowledge. Discover how to meet this challenge through highly effective lifelong learning.
3:20 PM – 4:00 PM
Maximize the Equity in Your Business
All financial advisors want to build substantial equity in their businesses, but few actually succeed at doing so. Discover the four key drivers of creating equity in your business, and learn the secrets of the elite advisors who are realizing maximum equity.
4:00 PM – 5:00 PM
Succeed on Purpose
There has never been a better time to break through to an even higher level of success. But you need a plan that works. In this group coaching session, you create your own detailed, highly actionable road map. Step by step, it will enable you to immediately implement what you have learned, so that you can achieve your own breakthrough success in today’s volatile market.