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.