Maximize your revenue by revamping your brand!

May 23rd - 24th, 2019

Newport Beach, CA

Come join other like-minded financial advisors of all different levels develop, hone and master their sales, marketing, branding and team efforts in order to maximize their revenue

Watch our video on brand development and repackaging your value proposition

 
 
 
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Details:

1:00PM May 23rd to 1:00PM May 24th

Newport Beach, CA

 

What you will gain

Our team will arrange you with teammates who are your peers and in the same spot as you in their careers, facing the same challenges and having the same goals

Our team will arrange you with teammates who are your peers and in the same spot as you in their careers, facing the same challenges and having the same goals

Detailed Strategy Analysis in Small Group Setting

Unlike large industry conferences where so much information is thrown out with little time or room for actual implementation and execution, our bootcamps are capped at 15 advisors to allow for deep conversations around your existing brand, your strengths, your weaknesses, your story, and your ideal client profile. Furthermore, you will be paired with 1-3 advisors who will have a similar look and feel to your practice, so you can have a common background to come up with strategies together.

You will work with your peers and with our coaches to:

  • Discuss challenges and come up with actionable items to resolve them

  • Pinpoint your Ideal Client Profile and navigate the market for best resources for you to grow your practice

  • Create actionable strategies for building a larger prospect list and grow your practice

  • Discuss practice strategies to streamline your activities and build momentum in a faster manner


A Key Focus on Personal Branding

It’s probably not news to you that what you are currently offering, which is probably at the top of its game, is offered across the nation by other advisors as well. The key is this: What sets YOU apart? What is your character that will differentiate you from the rest.

Work hands-on with our team to target that, and build your entire brand and strategy around a human, not product, element.

Watch Amy’s video below on her personal story, and how fine-tuning yours can help you immensely in connecting

Learn how developing a personal story and brand can help you immensely connect with your target market

Upon solidifying your personal brand and messaging, we will help you express it with the right tone and expression to ensure your audience hears what you have to say. This  content will be recorded (optional)  so you can take it back to your office to use for years to come.

Upon solidifying your personal brand and messaging, we will help you express it with the right tone and expression to ensure your audience hears what you have to say. This content will be recorded (optional) so you can take it back to your office to use for years to come.


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Your Brand, Marketing and Sales Manual

During our time together, you will gain insight, strategies and tools to put together into a comprehensive business plan manual.

This business plan can be used as your go-to upon returning to your office. It will include details like:

  • My elevator pitch

  • My LinkedIn messaging

  • My sales strategy that is my “low hanging fruit”

  • My weekly and monthly activities to ensure enough in my pipeline

  • My approach to the leads in my existing pipeline to ensure a faster close

Additional Tools Included:

Hotels and Accommodations

 

The event will take place in beautiful Newport Beach, CA

  • We recommend flying into John Wayne International Airport (SNA)

  • We recommend staying at the Fashion Island Hotel, Newport Beach Marriott, or the Hyatt Regency