Conquer Your Market with Peer-Driven Strategies

Two industry giants merged at the end of 2023. Hear how this unlocks more value, more flexibility, and ultimately more production for you!

Discover why seminars are the ultimate strategy for attracting more clients and growing your book of business. Join our expert panel to learn how seminars provide unparalleled control and the highest ROI for financial advisors. With an average lifetime client value of $100k, seminars can significantly boost your client acquisition and overall success when executed effectively.

Join Frank Maselli as he shares his expert insights on structuring a seminar presentation that captivates and converts. Learn the optimal timing for your introduction, how to engage your audience with powerful openings, and close with impact. Gain the confidence and skills needed to deliver presentations that resonate and convert more clients.

Experience the impact of a well-executed seminar first-hand. Join us for a live presentation where one of our successful hosts will demonstrate proven strategies for engaging clients and driving production. Watch and learn as they showcase techniques that have yielded incredible results, providing you with insights on how to implement these tactics in your own practice. This session is a unique opportunity to see effective seminar strategies in action and understand their real-world application.

It’s not easy pivoting the conversation from educational content to topics that drive interest in becoming your client. Even harder is asking them to schedule the first meeting. Find out how to make this easy and be successful at filling your lobby.

Now that you have someone sitting in your office, how can you ensure they become a loyal client? In this session, our expert speaker will share proven strategies for converting prospects into long-term clients and increasing your production. Learn what works, what doesn’t, and gain actionable insights to enhance your client acquisition process. This is your chance to get all your questions answered and refine your approach to building lasting client relationships.

When someone registers for an event but doesn’t show up, they become an amazing opportunity to re-engage and bring them under management despite missing the first opportunity to meet. Learn how to unlock these assets!

There are several different types of seminars you can employ to grow your business. Hear about the best subjects to get attendees, as well as the pros and cons of each in bringing more assets under management.

Curious what the journey has been like for one of your peers that was struggling with seminars and growth, but now adds millions of dollars of AUM each year to their portfolio? You’ll love hearing how one of the best in the business strapped a rocket ship to their growth!

Investing time, money, and resources into your business growth plan, without understanding the ROI can be stressful. Learn how to measure the results of your efforts, as well as how to use that analysis to maximize your results from start to finish.

At the end of the day, one of the best ways to learn for the future is to hear how your peers struggled and the obstacles they overcame so you can avoid the same hurdles. Join a panel of top advisors who use seminars to ensure they are growing year over year. Hear their stories, learn their strategies, and get your questions answered in this
candid conversation.