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Conference Co-Hosts

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Dan Richards
Strategic Imperatives
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Tessa Wilmott
Investment Executive
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Register 5 or more advisors at the same time for the special rate of $295.00 each.

Click here to register.

3 Reasons to attend

1. Hot button topics that matter

An agenda created based on what advisors told us they wanted to hear about:

  • Conducting exceptional client meetings
  • Cracking the code on accountant referrals
  • Crafting a compelling message for prospects
  • Fostering client referrals
  • Running a process driven business
  • Strategies for maximum motivation
  • Structuring your team for peak effectiveness
  • Tapping the business owner market

Click for full program

2. Speakers who deliver

The day features seasoned advisors who are making things happen:

3. Translating ideas into action

A proven format to translate ideas into action:

  • Focus on concrete tactics that are working today
  • Time for discussion after each speaker
  • All advisors leave with a personalized plan of action
  • Follow up conference call 30 days after the Summit

Special bonus: All attendees receive a DVD of presentations from 2008 Top Advisor Summit

Click here to register.