This program offers a step-by-step process to ignite client acquisition by targeting the “right” prospects and delivering an extraordinary prospect experience to win over new clients.
Choose Your Goals
Explore a wide curriculum of innovative programs that help deepen your expertise based on your goals.
Identify and acquire the high-value clients you want, and capture new opportunities
to powerfully accelerate your business.
Create exceptional relationships with the clients you value most with strategies and
programs for making strong, lasting interpersonal connections.
Build a team that's stronger, more engaged and more effective; improve your
interpersonal skills; and enhance focus and productivity.
Extend your knowledge to more confidently navigate the shifting regulatory
landscape, and strengthen internal processes to more efficiently carry out your
Identify emerging opportunities and uncover hidden risks to create more resilient
investor portfolios with in-depth analysis from our expert team.
Monthly insights from our experts to ignite your practice.
High-impact business and life-enhancing speakers to help you build, grow and succeed.