Get all the details about our 2017 Live Events
right here!

What will be covered during the event?

Simply put: EVERYTHING!  Every document and tool to help guide you and your prospect from the onboarding through to the planning process….including, each and every annual review meeting.

You’ll either walk away with knowing exactly what you’ll need to develop and build out for your practice or you’ll walk away with both the knowledge and the actual editable documents and the necessary knowledge to add tons of value and deliver it in a timeframe that allows you to be profitable.

You’ll also learn how to successfully run these meetings over the phone or via skype, greatly expanding the geographical reach of your marketing efforts.

You’ll also be exposed to all of the back office tools and checklists we use to train our team and run our practices.

These systems alone are more than worth your time.  Imagine this…once you have the system in place, you will have an in house training system for you and your team.

As team members change over time…no worries, your training will always be available and stays consistent.

Get ready for 2 1/2 days of content packed training and networking, where you’ll learn all of the client focused tools and checklists needed for each and every meeting when dealing with either Gen X/Y or the Mass Affluent. 

This system is DOL friendly because the focus is always on the client.

And, if you’re an owner of the system, YOU GET IN FOR FREE!

Want to know all the details? Click below for the guest speaker list, venue information and more.

Click For Full Details


Check back for more details in June, but block those dates off now!