VIDEO CONFERENCE

ACHIEVING EXCEPTIONAL SUCCESS TODAY

THE NINE STRATEGIES OF ELITE WEALTH MANAGERS

Date: July 14, 2020
Time: 1:00 p.m. PT/4:00 p.m. ET

You know you are capable of exceptional success. And we believe you can become more successful faster and more easily than you have ever thought possible by serving fewer, wealthier clients regardless of where you are now. But to do so, you need a clear roadmap.

Our live video conference will show you the nine proven strategies used by today’s top financial advisors—those who consistently earn net incomes of more than $1 million each year while serving their clients well.

When you take part in this video conference, you will receive a free digital copy of The Elite Wealth Manager, a 187-page book detailing the hierarchy of advisor success and the steps you can take to move to the highest levels of success. The book also includes a self-assessment that will help you determine exactly how you’re doing in implementing those strategies in your practice right now.

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.