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Why Attend the Wealth Detector Workshop?
Without more prospects, who will you showcase your amazing platform to? Without more names in your pipeline, how will you grow your practice? What will be the consequences to you and your team if you don't grow? Is waiting around for referrals from clients and centers of influence a predictable growth methodology to hang your hat on? If you don't have clear answers to these questions, then you need to attend one of our upcoming workshops or call us for solutions!
What you will gain:
Amy Parvaneh to hear, review and rewrite your bio and personal story for your social media and firm website. This rebranding session can help you differentiate yourself from the other 2 million advisors in the nation.
Breakouts and exercises to help you get in front of 1000's of new prospects utilizing more unique messaging that can be customized for each prospective client
Our proprietary research methodology for establishing an online presence that can bring your firm search engine optimization up on rankings, and have more eyes view your profile
Your Trainer and Coach
Your lead trainer and coach will be our founder and CEO, Amy Parvaneh, who earned her training and stripes in the Investment Management divisions of Goldman Sachs and PIMCO. Ms. Parvaneh also has multiple years of experience working in investment banking and equity research at Citigroup and Bear Stearns, has an MBA from Duke University, and has been a faculty professor at Pepperdine University, teaching about the wealth management industry.
She has been featured in the Kitces podcast, Barron's, InvestmentNews, WSJ, and much much more.
For more information on Amy, please click here!