Phone :919-329-2723   |   Mail :[email protected]

Advisor MBA


Join us for a fantastic day of advanced skill training from

three top coaches in the Financial Industry.


If you have any questions or need additional information, please e-mail [email protected] or call 774-571-8215.


8:00 – 8:30   Arrival & Breakfast 

8:30 – 10:00   Tomorrow’s Advisor: A Higher Calling 

This segment introduces and explores a new paradigm for our profession going forward. This new “WHY” identifies and builds upon the highest and strongest values we provide our clients and helps you transcend any competition. It’s a new framework that can be scaled and adapted to any aspect of your business from   

10:00 – 10:10   Break 

10:10 – 12:00   Your Business from Outside – In  (Part 1)

Today’s top advisors understand that when you run a practice, you are essentially the CEO of your own company.  Unfortunately, many advisors don’t know how to look “outside the advisory practice box” and think like a CEO.  In this presentation, you will learn what other advisors and teams are doing to run their practice like a business and get to the next level!  Topics to be covered include value proposition, roles and responsibilities, client onboarding and more.

12:00 – 1:00   Working Lunch (Guest Presentation) 

1:00 – 2:00   Modern Growth Strategies (Part 1) 

The eternal key to success in our profession is intelligent, controlled, and pro-active growth of clients and assets. The segment discusses specific strategies that reach the kind of clients you desire in the way that you work best. Part 1 discusses Social Networking, Advanced Referral Techniques, & Target Marketing, Press and the PPI   

2:00 – 2:10   Break / refreshments

2:15 – 3:00   Your Business from the Outside – In (Part 2)  

This portion will be a continuation of the morning session and cover topics including segmentation/service models, pipeline tracking, business planning and more.

3:00 – 3:45   Modern Growth Strategies (Part 2) 

The growth discussion continues with The Binder Strategy, Building a Brand Identity, & Modern Educational Workshops 

3:45 – 4:00   Wrap-up & Action Steps 

*Attendees will receive a complete program binder plus copies of three books (Seminars The Emotional Dynamic, Referrals the Professional Way and 40 Tips for the Under 40 Advisor.)

Administrative Assistants can attend for HALF PRICE!  They don’t often get to see meetings like this.  If you have someone you’d like to bring, e-mail me at [email protected] for the discount code. 

The APA Hotel Woodbridge is a short drive from almost everywhere in New Jersey.  It’s right off the Garden State Parkway Exit 131 (or 131A coming from the South).