Stuck? Overwhelmed? Out of Ideas? Take the Business Builder Summit!

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: Check out the registration page for detailed agenda and additional program details!

Course Components:

5 Hour Virtual instructor-led event (recorded for replay) 

Earn Up to 5 CE Credits with KB, CIRO, MFDA, AIC, FP Canada*

5 Chapter Online Course

Earn 5 CE Credits with Knowledge Bureau

Program Benefits:

• Entry requirements met for the DMA-Small Business Services Designation Program plus an additional $100 tuition fee reduction until March 31.
• Implement Your Growth Plan with The Personal Coach: book a complimentary consultation call.
• Join the KB VIP Graduates Club! Graduates earn a $100 tuition fee reduction on their next educational program with Knowledge Bureau.

*pending third party approvals

As the advisory profession continues to evolve, education is expanding beyond technical training into leadership development and business innovation. Programs like the Business Builder Summit reflect this change, helping professionals step back from daily demands and build practices defined by confidence, clarity, and long-term freedom.

Register by March 16 to save $100 with early-bird tuition.

Learn.knowledgebureau.com/businessbuilder | 1.866.953.4769