“How Top Advisors Implement 4 Simple Processes That Turn A Practice Into A Systematized Business”
Learn why the next decade will be the greatest 10 year period for the financial services industry.
Discover the 4 simple processes that high performing advisors implement in their practice to free-up 2-3 hours per day.
Hear how most advisors are overwhelmed and do not feel like they are taking care of their clients…and learn a radically simple system that solves this problem!
Pick-up the simple 5 step process to increasing revenue by becoming a thought leader in your market and growing your professional network.
Learn about a simple lead generating system that your staff can run for you.
Hear how to leverage social media, even if you dislike everything about it!
Get your team aligned with your vision with the non-intrusive method for tracking accountability invented by Andy Grove of Intel.
Hear how advisors can increase business results in 90 days by leveraging the same tool that Google, Amazon, BMW, LinkedIn, Facebook, and Disney use to achieve rapid growth.
Attendees Receive 5 Actionable Resources That Can Be Immediately Implemented To Free Up Valuable Time:
The AB Client Touchpoint System™
A downloadable AB Client Touchpoint System™
The AB Client Touchpoint System™ training video series
The AB Client Touchpoint System™ eBook
The Pinger Connection & Influence System™
A downloadable Pinger Connection & Influence System™
The Pinger System™ training video series
The Pinger System™ eBook
The OKR Goal Setting & Leadership System
A downloadable OKR templates for personal or team use
A simple training video on the OKR System
The OKR Goal Setting & Leadership System eBook