As a financial advisor, you’re bombarded. Coaches who promise to help grow your business. Lead generation services that guarantee results. Marketing firms that have “turnkey” programs. You know you want to grow, but where do you start?
It starts with process – finding what drives you to excellence, then making an intentional choice to make it repeatable.
Kick the year off with this special webinar featuring author and keynote speaker Daniel Collison of Advice 2 Advisors. We’ll cover the World-Class Advisor's Structure, including:
- The Personal CFO Model
- The Ideal Client Profile
- Unique Value Proposition
- The Prospecting Dashboard
Don’t miss out – take an hour so you can attract the right type of clients in 2020!
About the Speaker
Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, RICP® is the Director of Retirement Research at Carson Group. He has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts and Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law. He has also published in the top tax and financial planning journals such as Journal of Taxation and Journal of Financial Planning.