Immerse your practice in one of our upcoming Sales Offsites Newport Beach, CA

Benefits to Attending Include:

Sales Coaching (Levels 101 and Up)

  • Exercises, breakout sessions, mock scenarios, case studies, and simulations to bring real-life experiences into the classroom
  • Personality tests to explore what business development strategies are most suitable for you
  • A perfected value proposition and crystalized messaging around your practice
  • Extensive coaching by our team around enhancing the client experience to grow your practice organically, using methods we have witnessed that work!


  • Connection and introduction to new prospective clients associated with your network in real time  
  • A rebranding and launch of your social media presence, including an automatic drip campaign
  • Subscription to technology that will allow you to remain on your clients' minds on a weekly basis
  • Best practices and cost-benefit analysis around various Sales Solutions
  • Brand new headshots and directed video to use for your marketing

Select Advisors Institute Campus in beautiful, sunny California!

Select Advisors Institute Campus in beautiful, sunny California!

Additional Benefits:

  • In-depth discussions around closing, working with centers of influence, capturing more prospects, time management, and much much more
  • Collaboration with colleagues, industry experts, and the Select Advisors Team
  • Advice around compensation restructuring, hiring talent, training your team
  • Technology and industry tools to help you automate your growth goals
  • Processes to maximize client engagement for word-of-mouth marketing
  • Blog writing, public relations, advertising, mailers...what will work?