Client Retention

Institute for Preparing Heirs

Bringing Advisors and Families Closer Together by Providing Advisors with Training, Tools, and On-Going Support to Prepare Familes for Successful Generational Wealth Transfer

Jack Broyles

Jack Broyles specializes in training financial professionals, their clients, and families on – the financial aspects of Alzheimer’s disease and Elder Financial Abuse. 

Joey Coleman

The First 100 Days – Creating Remarkable Customer Experiences to Gain a Customer for Life.

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.

Michael Hoffman

Teaching Audiences to Own Their Attitudes & Become a Master of Situational Influence

Michael Treacy

Helping Organizations Do One Thing – Achieve Industry Leading Growth

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