IMPORTANT NOTICE

The 'Realizing the Opportunity' Workshops scheduled for November and December have been postponed. We are rescheduling these workshops for 2009 and will announce when the dates and venues are confirmed.


Key Sponsors

CEG
SourceMedia

About the workshop

Helping Top Financial Advisors Reach Their Full Potential

Realizing The Opportunity is a one-day coaching workshop that helps top financial advisors create a step-by-step road-map to achieve break through success in today’s volatile markets – all while serving their clients well. In this workshop you will learn the fundamentals of the one business model that earns more than three times the average of other advisory business models. What’s more, you’ll see how these advisors do it with a great quality of life and more time for friends and family.

Realizing The Opportunity, in one day, will help you create your own personal road-map to:

  • Transform your practice into a great business that supports the quality of life you want.
  • Utilize the proven seven strategies of elite financial advisors who, by serving their clients well, have substantially increased their net incomes - all while improving their quality of life.
  • Guide you from where you are now to where you want to be.

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