VIDEO CONFERENCE

UNLOCK YOUR GROWTH POTENTIAL

REALIZING THE FOUR KEY OPPORTUNITIES THAT ARE IN PLAIN SIGHT

Date: August 13, 2020
Time: 1:00 p.m. PT/4:00 p.m. ET

Like most financial advisors, you probably want more—more net income, more assets under management, and more affluent clients. Elite advisors who consistently earn net incomes of more than $1 million a year know how to take advantage of every opportunity to grow their business, especially the four key opportunities that are hiding in plain sight.

Our live video conference will show you how to uncover these hidden opportunities that can immediately drive business from high-net-worth clients, prospective clients and centers of influence.

By the end of this video conference, you will be ready to take advantage of the four key opportunities to generate new business from existing relationships right away.

This online session will be conducted over Zoom, the premier video conferencing platform. Follow these instructions to ensure a trouble-free experience.

  • You will need a computer, tablet, or smartphone with a speaker or headphones.
  • Take a moment to test your ZOOM connection here prior to the session.
  • ​You may be instructed to download the Zoom application when you join us. Please complete this step. If you need to dial-in to the session with your phone, please be sure to join the ZOOM meeting room first and then have the system call you.