THE ADVISOR WORKSHOP

Standing Out in a Sea of Sameness

  • Learn how to stand out in a sea of advisors and develop a referable story
  • Discover solutions to differentiate your business so you can attract and retain new client assets
  • Take away actionable insights and proven methods that YOU can begin applying immediately that will impact the trajectory of your business.
WHEN: Thursday, April 23
TIME: 11:30 am - 1:00 pm
LOCATION: Ruth's Chris, 500 Totten Pond Rd. Waltham, MA 02451
 

Save Your Seat:
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Agenda Overview

Start With a Risk Number, End With Clients – Riskalyze

  • Creating ACAT Moments & Improving Client Retention (20 min)

How to Move $10mm in 5 Minutes - Billion Dollar Bootcamp Series

  • How to Stand Out & Create a Referable Story  (20 min)

Breaking With Tradition – Swan Global Investments

  • Building Unique Portfolios to Attract Clients  (10 min)

Blend Out: How to Master Digital Prospecting (And Why Advisors Fail) – Snappy Kraken

  • What to DO and NOT Do to Drive Successful Prospect Flow and Conversion (20 min)

 

View more agenda details here.

About the Advisor Workshops

Educate. Equip. Empower.

Our mission is to support independent, growth-oriented advisors to be more successful in serving their clients and growing their businesses.

Our Advisor Workshops are built around the needs expressed by such advisors.

theadvisorworkshops.com

 

 

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SWAN Global Investments is a SEC registered investment advisor providing asset management services utilizing the Swan Defined Risk Strategy, allowing our clients to grow wealth while protecting capital. Please note that registration of the Advisor does not imply a certain level of skill or training. Swan Global Investments, LLC is affiliated with Swan Capital Management, LLC, Swan Global Management, LLC and Swan Wealth Management, LLC. Disclosure notice and privacy policy.

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