Connect.
Bi-Monthly Webinars
First Thursday
Members Only Advisor Roundtable| Hosted by Matt Bednarz
A time for our members to come together each month and discuss any and all topics related to the financial services business. The varied subject matter, member participation and insightful guest speakers makes this a popular call with advisors and support staff alike. All webinars scheduled for an hour.
Third Thursday
Building a Million Dollar Practice | Hosted by Marc Minor
Our signature webinar. Marc Minor over 30 years has grown and maintained a multi-million dollar practice. He uses this time each month to share his insights and tools to breakthrough production plateaus, or maintain a level you’re happy with. Topics include practice and client management, retirement planning solutions, technology, marketing, sales ideas and more. All webinars are scheduled for an hour.
On-Demand Brainstorming
Collaborate
Our members have the ability to request personal time with our practicing advisor-directors. These sessions are designed to address specific concepts, ideas or challenges affecting a member.It has proven to be very helpful to consult with a fellow advisor to gain another perspective on the issues we face in running an independent practice.