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Events

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

March 9, 2023

4:15p - 5:00p

Zoom Webinar

R.A.W. Skills Workshop - Building a Referral Network

Strategies to strengthen client Retention, Acquisition, and Wallet-share. In this workshop you will learn the 5-step process to building the messaging and tools needed to building a referral network based on the four factors of trust.

November 10, 2022

4:15p - 5:00p

Zoom Webinar

Practice Management Workshop - Building a client referral network

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.

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