all the best practices you can fit in two days

When was the last time you got out of the office and worked on your business? Too many professionals are stuck in the day-to-day monotony of working in their business. As a result, they unknowingly develop habits that hold them back from their true potential.

The Affluent Marketing Symposium is a transformative experience, both professionally and personally. The event combines the best of thought leadership, peer-sharing, skill development and strategic planning. Join us at one of our upcoming events to take part in this powerful process.

Why Join Us?

high achievers take action

Leverage our proven marketing techniques

Learn from your growth-minded peers

Discover marketing trends with today’s affluent

Rejuvenate your client acquisition mindset

Create structure around relationship marketing

Practice and refine elite advisor skills

Benefit from working on, not in, your business


Our Current Lineup

unique, thought-provoking exercises

The Word-of-Mouth (WOMI) Hierarchy

92% of the affluent discovered their advisors through WOMI and 60% report it as the main reason they selected their advisor.  Needless to say, it’s a critical component to the success of your business.

This portion of the program highlights our 2017 Advisor Research Report on WOMI.  Our objective with this study was to identify the advisors who receive a great deal of unsolicited referrals, uncover their activity, and provide a roadmap for other advisors.  We accomplished just that.  Join us for a step-by-step process for stimulating more WOMI within your business than you ever thought possible.

Maintaining a Winners Mindset

Success in sales, like success in life, is won and lost on the 7-inch playing field directly between the ears — our MIND.


The Ultimate In-Office Experience

Want an in-office experience that’s so good it does your marketing for you? We’ll teach you how elite advisors run client meetings that are impactful enough to stimulate positive word-of-mouth.

Next Level Digital Marketing

A major opportunity exists for using social media to reach your audience, build influence, and convert.  This is an advanced course!

360 Self-Assessment

In today’s world of the affluent, everything counts. Our 360⁰ process takes an in-depth analysis of you, your office, your web presence, your wealth management process, your service model, and more.

Upcoming Events

don't procrastinate - we sell out


If you are a financial professional interested in acquiring, servicing, and developing loyal affluent clients, you would greatly benefit from joining us. This event is for established advisors and agents looking for a transformative experience in both their personal and professional lives. It gives participants an opportunity to step away from the day-to-day office environment to reflect, plan, and energize. Attendees come from a wide variety of firms and distribution models throughout the financial services industry. This cross-pollination maximizes the best practice sharing that takes place amongst our attendees.

Yes! Although the name remains the same, every event is unique. We present new ideas, templates, and exercises at each Affluent Marketing Symposium to ensure that previous attendees get as much (if not more) value than new attendees. We also use these events to release our most updated research and findings. Learn straight from the affluent—what they want from a financial professional—uncovered from our 2017 research.

This event is designed to be an interactive experience. It’s a hybrid of presentation, group exercises, individual work, peer-sharing, role-playing, and strategic planning. When you combine three industry thought leaders, experienced coaches, and professionals focused on growth, you get a lot of best-practice sharing! You’ll walk away with more marketing and sales strategies than any one person can implement.

The system and techniques taught at the Affluent Marketing Symposium, when executed consistently, produce tremendous results. We have done the research on elite performers who have mastered the mindset, activities, and skills needed to reach the highest success levels. Some of the most successful financial professionals in the business use our methods every day.

Many of our attendees bring team members to the Affluent Marketing Symposium. When team members experience the transformative nature of the event, immediate implementation can be expected when you return to the office. Everyone leaves the event on the same page and excited about raising their game. Not to mention, group discounts apply.

Many of our coaches attend the Affluent Marketing Symposium. They help facilitate exercises and provide individual guidance onsite. There will always be someone there to answer your individual questions.

No, this event is a standalone, actionable, transformative program. Our objective is personal and professional development that stimulates growth.

While specifically designed to accelerate the coaching experience, this event is open to the public. You don’t need to be an active client to benefit from this transformative experience. The strategies and tactics you will learn are invaluable.

You will receive a conference workbook, our latest research materials, and numerous handouts/exercises.

We hold two public events per year and highly recommend that you come to the next available Affluent Marketing Symposium, regardless of location. This workshop will have immediate effects on your ability to attract, service, and retain affluent clients… Why wait? As the great American poet Robert Anthony once wrote, “Waiting is a trap. There will always be reasons to wait. The truth is, there are only two things in life, reasons and results, and reasons simply don’t count.”

The price does not include airfare or lodging. However, we do work with the hotel to provide our participants with the lowest possible rates. We also hold our events in locations that have many direct flights, so that travel is as convenient as possible.

The early registration price of $1,495 will end 1 month before the program.

Yes. We reduce the price by $100 for each additional person you bring—up to 3 people.  For example:

1 Attendee 2 Attendees 3 Attendees (or more)
$1,495 $1,395/each $1,295/each

Assistants (non-producing financial professionals) may attend at a discounted rate of $995/each.

Yes, if you are a previous coaching client, then you can attend for $995. Call our office to take advantage of this discount at (336) 273-6582.

Our next event is still in the works. Stay tuned for the location and agenda details…