This conference was designed to connect the professional community of financial advisors, CPA’s and Attorney’s.  We have all attended typical continuing education events which tend to be boring and don’t provide enough opportunity to network.  In addition, these events are usually hosted specifically for one type of professional not a “mixed crowd.”  Assuming you learned something, the first thing you usually do is contact your centers of influence to share this knowledge hoping it will lead to new business.

Wouldn’t it be beneficial to have everyone under the same roof who have the potential to learn from one another, receive continuing education, attend business development workshops and network?  Now you can!

Sharing best practices and learning from one another helps develop new business and escalates your level of performance when you return home.

In our sessions we will discuss ideas on prospecting, marketing (social media), competition, goal planning to increase revenue, industry changes, common mistakes, and more.