Day 1 is packed with powerful sessions designed to help you grow your practice and transform from advisor to CEO.
Here is what you'll learn on Day 1:
• Advanced planning strategies from tax experts in our Virtual Family Office
• How to sharpen your marketing message and cut through the noise
• Taking the guess work out of winning more ideal clients
• The secrets to creating quantum growth
• Understanding and developing the CEO mindset
• Why the key to your success is harnessing the power of self-awareness