Mon, Sep 21 | Webinar

JOIN US! September 21-25, 2020 | The Ultimate Advisor Virtual Event

The Ultimate Advisor Virtual Summit is a 5-Day Summit created to help provide financial advisors with the tools, resources & strategies necessary to geometrically grow their practices during this challenging time.
Registration is Closed

Time & Location

Sep 21, 2020, 12:00 PM – Sep 25, 2020, 2:00 PM
Webinar

About The Event

The Ultimate Advisor Virtual Summit is a 5-Day Summit created to help provide financial advisors with the tools, resources & strategies necessary to geometrically grow their practices during this challenging time. Not only have we compiled leading industry experts, your enrollment in the Summit also give you access to a variety of FREE resources, including:

  • Five Days Worth of Amazing Speakers
  • Dozens of Marketing Resources, Templates & Action Items For FREE (a $1,000 Value)​
  • The Methods To Onboarding More Than $275 Million in AUM in less than 18-months.
  • A FREE Copy of "The Ultimate Advisor Book" ($17 Value)

The Ultimate Advisor Summit is specifically focused on helping financial advisors radically improve their practices through...

  • Automation - You'll learn how to automation certain aspects of your communication, while actually deepening the relationship with your prospects & clients
  • Marketing & Messaging - Throughout the Summit, you'll learn how you can refine your messaging to that you position your firm as uniquely different from your competition.
  • Optimizing Client Communication - How to improve and leverage our communication skills to capture more assets while keeping your clients, cool-calm-and-collected.
  • Implementation - The key methods that Elite Financial Advisors are using to get ideas implemented faster, with even greater results.
  • Working Remote - Best Practices for working remote that you can use to keep your team motivated and ensure that your clients feel "looked-after" and attended to throughout this COVID-19 Crisis.
  • Extinguishing Limiting Beliefs - You'll learn how to find more opportunities that are presenting themselves than ever before and how to remove your limiting belief "blinders".

$97 One-time Payment

Registration is Closed

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Vision:  To elevate the profession that transforms lives through the power of financial planning.

 

Mission:  The FPA of Miami seeks to create an indispensable professional community experience by promoting the financial planning profession.  To that end, we aim to be extraordinary in our programs, advocacy efforts, and service.  

© 2018 FPA of Miami.

6815 Biscayne Blvd | Suite 103 #323 | Miami, FL 33138 

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