March 20, 2018
Understanding what it means to be a true fiduciary in the financial services industry is more critical now than ever before. Join Rick McClanahan as he addresses the most common misconceptions about the DOL Rule and what it means to be a fiduciary.
March 22, 2018
Join Anne Bachrach and learn specific business success principles that help to create a successful financial services business in realistic and achievable steps.
March 28, 2018
Join Gail Goodman for an overview of how to understand these tricky transitions and share very specific language you can start practicing right away.
April 3, 2018
Join Bill Cates and discover the benefits of using social event marketing.
April 9, 2018
Don Runge will explain how to find ways to get in the door to meet with potential clients.
April 10, 2018
Join Annette Bau and create a solid foundation, develop a winning strategy, and consistently execute your plan to achieve results!
April 11, 2018
Join Barbara Rozgonyi as she breezes through the ultimate social selling strategy you can use to refine your sales process to work smarter, better, and faster at closing sales and building relationships.
April 12, 2018
Don Graves, RICP® will share how today’s newly restructured reverse mortgages are helping advisors identify new ways their clients can keep their assets working longer without sacrificing lifestyle or enjoyment.
April 20, 2018
Dr. Jack Singer will provide you with the following game plan to release yourself from the shackles of self-limiting habits that have prevented your true ability from presenting itself, consistently.