These are our favorite topics.
Elite Advisors thrive in times of market volatility. They embrace their clients, but leave time for ample prospecting. Mirror their actions and you’ll mirror their results.
Elite Teams lead the field in client retention and client acquisition for a reason. They have great leadership, the right people in the right roles, and continually work to improve.
Our research has proven which activities are most effective in affluent client acquisition. We bring these recommendations to life through examples, scripting, and routines.
We run hundreds of social media accounts and can teach you what works and what doesn’t. Position yourself for the consumer of tomorrow, while landing the consumer of today.
Our speakers are time-tested...
MATT OECHSLI, MBA
STEPHEN BOSWELL, MBA
KEVIN NICHOLS, MBA
...and get great reviews.
Stephen, Thank you so much for your participation and partnership. Advisors were raving about both sessions, and I heard 'best conference ever' several times!
We had a great meeting with Matt today – he knocked the cover off the ball, as usual! I’d like to keep your content, support and best ideas front and center as much as possible.
Kevin is a phenomenal presenter whose subject matter expertise, delivery and ability to read his audience have increased the impact of our content and have gained the attention of our FAs.
Kevin is the type of speaker that understands his audience and masters his content. Make it a point to see Kevin in action, you will not be disappointed!
Stephen, Thanks again for making this a great event. So much information was exchanged. It was an absolute pleasure working with you.
Matt was awesome! He opened a lot of minds. Now it’s our job to keep them moving forward. We are most appreciative!