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Engagement, Empowerment Forum

How to Maximize Business Opportunities
August 15th - August 17th, 2019

Sheraton Grand, Nashville Downtown
623 Union Street
Nashville, TN 37219 USA

Maximizing Business Opportunities

3 Content filled days with focus on you and your business
A committed, confidential space, where you are willing to give and receive and ideas and support with honesty, respect, and compassion.
Some of what will be convered...
You will walk away with...

  • Delivering profitable Financial Planning to millennials
  • How to tackle the #1 problem your team faces
  • Growth and the ability to have greater influence and impact
  • Learn how to NOT hold yourself back from Success
  • Clarity and confidence to take your business to the next level
  • Running your advisory firm, the systems, and clients you want
  • Increase your efficiency while at work
  • Initial client interview conversation
  • Referral conversation
  • Identify what's not working and provide solutions
  • Client service models that work
  • Back office guides and template samples
  • Hot seat exercise
  • Understanding why people hire you 
  • Increase your business by 25% - 110%
  • Increase profitability
  • Gain an edge on your competitors
  • The Financial Inner-View™ Script
  • MP3 recording of all 3 days
  • Copy of presentation slides
  • A plan to implement growth
  • Strategies and tactics that can be used immediately
  • A clear path of the next steps


Payment Options:

  • Full Payment:                    $2,250
  • 2 payment option           $1,150

All payments must be received prior to the event date. Funds are in US dollars and are non-refundable.

Tuition also includes Breakfast, snacks, and beverages during breaks and lunch for all 3 days.

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If you have any questions about the "Workshop" let us know or you can complete the form below. 
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