Delivering Proven Techniques That High Growth Advisors Are Using to Win and Delight More New Clients. 28 Top Financial Advisors, Experts & Coaches Share Their Secrets on How They Are Getting New Clients Virtually, RIGHT NOW Without Meeting in Person
How to Nail Your Morning Routine... So Every Day Is a Great Day
Virtual Sales Success
... at Age 24
Cooper Schwartz Money.com
Consumer Buying Patterns from Money.com's Analytics Vault
Power Behind the Sales
Saleshero's Guide to Handling Objections
Bill Hortz Institute for Innovation Development
Mike Langford finservMarketing
Your SUMMIT HOSTS are back...
Bringing together best & brightest curated from millions of data points and front line strategies from 51,481+ financial advisors, Kevin & Jeremiah have curated the most impactful ideas, strategies and techniques that represent what's NEXT in financial planning. All you need to do is show up ready to learn!