Client Acquisition


Every day, high net worth clients switch advisors, and prime among the reasons is the quality of service. Our client acquisition speakers provide customized programs and strategies on ways to attract and recruit and ultimately retain wealthy clients.

Mark Zinder

“Righting” Your Book following the DOL’s ruling. Helping advisors develop a new value proposition and action plan to become the advisor of choice.

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Richard Capalbo

Becoming A Life Advisor – Enhancing Adviser Behavior by Analyzing Changing Trends & Helping Them Adjust

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Sam Richter

Using Sales Intelligence To Get A Competitive Advantage by Teaching You New Ways to Build Powerful Meaningful Business Relationships

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Sandro Forte

Learn from one of England’s top financial professionals and keynote speakers who has been through the changes the DOL is rolling out.

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Eddie Osterland

Let America’s foremost wine and food expert teach you the secrets to mastering the art of entertaining.

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Stephen Boswell

Helping financial professionals build highly efficient practice management systems, a well-defined wealth management process, and a system for high level personal service

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