Scale Your Business Growth With Plans That Work on March 25

Introducing the Business Builder Summit. . .we are excited to launch a new continuing education and professional development program of special interest to independent financial advisors and tax accountants, as well as up-and-coming entrepreneurial team leaders who are striving to build a high-growth financial services practice, but may be struggling to scale it cost effectively. 

The secret? Strategy, process and a steely focus on amplifying your market reach, by leveraging both your team and technology to invigorate your advisory practice. We'll challenge you to think with a growth mindset over 5 refreshing hours, as you earn valuable CE Credits, too:

Session 1 - Put Your Ideas into Action with Strategic Business Planning

Session 2 - Communicate Your Value to Your Next Ideal Client

Session 3 - Power Up Your High Performing Team to Double Your Revenues

Session 4 - The Numbers Tell the Story - The Success Secrets in Your Financials

Session 5 - The New Client Generator - How to Develop a Consistent Flow

Session 6 - A True to Life Case Study - How I Built My Business and Business Skills with Special Guest Doug Buss, CLU, CPCA, CFP, CEA, RWM™, FDFS™

We are especially pleased to partner with The Personal Coach | Financial Advisor Business Coaching and welcome our Faculty April-lynn Levitt, Lisa Mohammed, Charlene Wolthuizen, CFP, CPCC, DiSC® as well as Jenifer Bartman CPA, CA, FCMC, MFA, RWM, FDFS™, co-author of the bestseller Defusing The Family Business Time Bomb

If you're a Business Builder, don't miss this important opportunity to Discuss, Reflect and Reinvigorate your growth efforts with a new focus on visionary leadership, financial management, and client attraction skills.  

Block off the morning of March 25 starting at 8:30 CT. Then RSVP by March 16 to save money on your tax deductible tuition fees.