Advisors: Fast Track Your Success in 2015

Would you like to attract more of your most profitable clients, have more time to spend with your clients, and re-energize your practice?

This 6-month intensive provides the arena and accountability you seek to implement positive change in your practice with direct feedback and support.

Sharpen your practice management skills and get ahead of the competition with this virtual workshop.
With business best-practices and proven systems, you will become a sought-after specialist in 2015 and for years to come.

How you will benefit:
• Discover how to attract more of the right clients
• Distinguish and focus on income-producing priorities
• Leverage your time and increase productivity
• Implement time- and money-saving systems for your back office
• Breathe easier as you create more time for the things that matter most

What you will cover:
• Conduct a business and life audit for clarity and focus throughout the workshop
• Define your client niche and how to attract them to your practice
• Create a comprehensive One Page Business and Marketing Plan®
• Execute your plans with accountability and feedback from your peers and Coach Maria

See the full Course Curriculum and a Week-by-Week Course Description

Who should attend:
• Financial professionals – advisors, planners, managers
• Business owners who work with advisors
• Founders of advisory firms or service businesses

It benefits financial professionals to attend courses with owners of other types of businesses and vice versa. That’s why we’re opening this program up to non-financial professionals. However, financial professionals receive priority at registration.

Special feature:
Whether you live in the United States, Canada, or Europe we’ve made attendance convenient by offering the live sessions at two different times,