Over two days, you’ll hear from Jolene Stevens and Lisa Bandera, both experienced advisors who’ve walked your path. They’ll share practical, field-tested strategies for client growth, sales success, and authentic marketing. You’ll also have dedicated time to connect with fellow advisors, brainstorm ideas, and workshop what’s working (and what’s not). Come ready to reflect, engage, and return home with renewed energy and actionable insights to elevate your business.

Topics we will be covering are:

• Getting Clear on Your Messaging
• Marketing Beyond Social Media
• Streamlining Your Systems
• Creating Compelling Content
• Taking Care of Your Clients
• Collaborative Client Relationships - A Different Take on Sales​