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Practice Management for Trusted Advisors

A Series of Workshops to Strengthen Wealth Advisors R.A.W. Skills

Client Retention, Acquisition and Wallet Share are the drivers of revenue growth for all wealth advisory businesses.  Sharpening your skills, assessing your strengths, and identifying your weaknesses are a continuous and deliberate process on the road to building and maintaining a healthy business. 

How do your R.A.W. Skills measure up?

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 23, 2021

4:15p - 4:45p

Zoom Webinar

R.A.W. Skills Workshop - Building an Advocate-based Business

An advocate-based business strengthens client Retention, Acquisition, and Wallet-share. In this workshop you will learn the 5-step process to building an effective advocate-based business.

October 19, 2021

4:15p - 4:45p

Zoom Webinar

R.A.W. Skills Workshop - Trust Deficit

Part one will build the foundation for an advocate-based sales process to elevate trust and differentiate your practice by avoiding the Trust Deficit.

Event Registration