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