Increase the Enterprise Value of Your Practice

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Increase the Enterprise Value of Your Practice

By Advisor Protocol

Date and time

Thursday, April 25, 2019 · 3 - 5pm PDT

Location

Seattle Airport Marriott

3201 South 176th Street Seattle, WA 98188

Refund Policy

No Refunds

Description

*THIS EVENT HAS BEEN POST-PONED*

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Postponed


The Advisor Protocol presents a workshop for financial advisors…

Increase the Enterprise Value of Your Practice:
Building Advocacy Through Your Personal Brand

This 2-hour workshop will reveal proven processes and implementable strategies deployed by elite advisors elevating and perfecting the client experience they provide. Predictable outcomes include dramatic professional contrast and a measurable increase in the quality and quantity of introductions received.

Business refinement topics to be discussed include:

  • The difference between branding and marketing: how brand development takes the abstract nature of financial services and makes it tangible for prospects and clients alike.

  • The Law of Resonance: Change how your clients perceive and describe what you do by imprinting your proprietary process in all communications.

  • Positioning: How to be viewed as a consultant with a process rather than a salesperson chasing fees and commissions.

  • How to teach the “already convinced” to convince others on your behalf; have your best clients duplicate themselves.

  • Competitor-proof your best clients. Turn dabbling customers into fully empowering advocates who know how to introduce you and feel compelled to do so.

Who this workshop is suited for:

This workshop is best suited for successful advisors who understand that while they have reached a plateau in their practice, it is the minor adjustments that will lead to major improvements. This business refinement session is for individuals (and their teams) who know there are opportunity gaps that can be filled with some fine-tuning. Advisors who have a commitment to focusing on a philosophy, planning strategy and process over products, pricing and performance will benefit the most from this event.

Cost

Financial advisors are invited and encouraged to bring partners and/or staff with them to attend this session. Additional registrants from the same office receive a discount to attend. **Seating is Limited**

Early bird registration (March 11-March 29):
- Primary Registrant: $79
- Additional Registrants: $39

Regular Registration (March 30-April 14):
- Primary Registrant: $99
- Additional Registrants: $59

Late Registration (April 15-April 24):
- Primary Registrant: $139

- Additional Registrants: $79


Event Promotional Website

www.advisorprotocol.com/seattle-branding-workshop/

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