Predictable Practice Workshop
Tuesday, January 27
San Antonio, TX
This roundtable event is designed for entrepreneurial-minded financial advisors who are serious about scaling their business. Forget generic advice. You'll leave equipped with actionable steps and processes that can be implemented to immediately move the needle and infuse your business with more predictability.
Brand Yourself as the Expert
- Ensure your value proposition is clearly understood by clients
- How to leverage your brand to attract referrals and introductions
- How to convert clients into advocates
Financial Advice Marketing
- Two simple exercises to complete before spending a dollar on marketing
- How to build a marketing funnel to infuse predictability into your practice
- Simple ways to build trust, credibility, and third-party validation
- How to choose the right marketing activities for your ideal client
- How to systematize your marketing to scale your practice
- Easy exercises to turn your website into a new client generating machine
Appointment Protocol
- A defined process to engage new clients and streamline new client acquisition
- How to position yourself as the trusted advisor in your marketplace
- How to leverage the three stages of commitment when bringing on new clients
- How to formalize a system to create efficiencies and put clients at ease
- The psychology behind new client acquisition
Financial Planning
- Why simple wins over complex
- How to earn new business without pitching product
- Why “buying into” a philosophy will help you attract new clients
- How the Asset-Cycle Portfolio System has helped advisors gain and retain clients for over two decades
Investment Management
- The three questions you need to help your clients answer about every account they own
- How to effortlessly cut down on investment research, improve portfolio management efficiencies, and leverage state-of-the-art technology
Practice Management
- How to “right-size” your practice without dismissing your clients
- How to perfect and elevate the client experience
Succession Planning
- How to identify the critical factors to enhance the long-term valuation of your firm
- Steps to put in place today, regardless of how soon you may be looking to transition out of the business
- How to turn one advisor’s exit into a win-win-win scenario for the advisor, you, and the clients
Leveraging Technology & AI
- Streamline new business processing with fully electronic workflows that eliminate bottlenecks and NIGO errors
- Manage investment research, trading, and risk analysis from a single, integrated platform
- Use AI-powered insights to identify and attract your next ideal clients
- Simplify client onboarding and data collection while improving accuracy and compliance
- Deliver a secure, digital experience that strengthens communication and builds client trust
- Automate scheduling, reminders, and client follow-ups to save time and reduce no-shows
- Build scalability, consistency, and exceptional service through an integrated tech ecosystem
Who Should Attend?
This event combines two powerful and highly engaging meeting formats: an interactive executive panel and the open dialogue of an intimate mastermind roundtable session. We'll dive deep into the processes that bridge the gap between “possible” and “predictable.”
For entrepreneurial-minded financial advisors who:
- Want to take the uncertainty out of building a financial practice
- Want to avoid 50-hour work weeks
- Are ready to systematize their practice to the fullest
- Don’t want to be chained to a desk
- Are tired of constant advisor/staff turnover in their practice
- Want more consistent revenue streams
- Are tired of cancelling vacations
- Are done with “winging it” year after year
- Believe in “process” and are open to ideas
- Are seeking an experienced execution and implementation partner
I've been doing this for 20 years. And it's the little tweaks that changed how I look at doing business - understanding process and slowing down but accomplishing more.
John S., Michigan
The event was very impressive. The mindset isn't about watching every nickel and dime. It's about providing service to your clients and practicing what you preach.
Doug B., Texas