Platform Speaking & Workshops

Building the Tomorrow Business

We are in the midst of revolutionary change in our industry. The traditional way of building and running a business is no longer sufficient for exponential growth and success. To thrive, and not just sustain, over the next decade you must evolve your operational structure and focus on the value of a multi-gen team.

How to Drive Your Emotional Intelligence and Connect Deeply in Every Conversation

In what is now a highly commoditized and over saturated industry, the real advisor value proposition lies not in product or service but in an individual’s ability to be present and emotionally attuned. Think you have what it takes to survive in a world where financial services meets artificial intelligence?

9 Barriers to Next Level Growth

Most advisors have built successful businesses by default, not design. These high volume, high activity practices inevitably hit a time-wall and the business starts to plateau. In this presentation we will discuss key strategies to prevent business stagnation including how to protect against running out of capacity and “burning out.”

Client Acquisition in 2023 and Beyond

We’ve all heard the statistics for years: Thirty trillion in assets is about to shift to Gen X, Gen Y and primarily female wealth holders. It’s time to stop reciting stats and start teaching advisors how to make shifts across the client engagement spectrum to better attract, retain and serve these new wealth holders. In the end, the advisor who BEST understands the client; the way they think, act, speak and make decisions, will win the business.

Four Team Development Mistakes and How to Avoid Them

Building an efficient and successful team is no easy fate. In this presentation you’ll hear about the four most common mistakes advisors make when hiring and compensating staff— and how to avoid them!