Secure & Grow Agenda
Wednesday, July 24th
Tuesday, February 11th:
- How to create it.
- What are your options?
- What is your business worth?
- Why the current industry model is broke and how it can be fixed for you.
What Marketing Strategies Are Working for Today’s Advisor?
- Social Security Events and Marketing
- University Classes
- Group Client Review
- The Ultimate Beneficiary Checklist
- The who, where, and how to capture all of the assets in Cleveland.
- Seeing the numbers.
- The Pilars to success.