CWA Network's 7th Annual Advisor Summit

Continuous learning is the cornerstone to career success. Join us for the 7th annual Advisor Summit in Syracuse, NY on May 7-9 2018 for 2.5 days of jam-packed High Net Worth training that is unparalleled in the financial services industry.

Only $797 for 2.5 days!

No Pitch-fest

The event WON'T be us talking non-stop about how you should buy our systems. They sell themselves because they work (and have worked for us for 15+ years). We'd rather spend the time training.

No Advertisers

The entire event is hosted by us. No gimmicky loot bags. Your eyes won't bleed due to 50 million industry posters. We want you focused on one thing - learning.

No Nonsense

None of us have time to waste & we know that taking time away from your clients to serve them better has to be worth that investment. You'll walk away with actionable tools to make a difference in your practice.

We've Updated Our Stuff

John's team has been working tirelessly for over a year to update all of the client presentations - and this training will be focusing on how they walk through them. 

They're fresh, modern and beautifully integrated. The documents & spreadsheets all flow seamlessly now that it's all done in Office 365.
John's team said that since updating the documents, they're saving almost 40% of the time they used to spend!

The Venue & Hotel


Barclay Damon Tower
125 East Jefferson Street
Syracuse, NY 13210

Our latest Custom Wealth Advisor training will be held in our office in Barclay Damon Tower in the heart of downtown Syracuse.  


We recommend staying at the Marriott Syracuse Downtown.

Book Hotel Now


Monday, May 7th - We will start at 8:30am with John showing all of us how he uses the new digital presentations with clients. 

Tuesday, May 8th & Wednesday, May 9th- John's team will join us and they will be teaching you and your teams how to create the new amazing presentations. We will end at 12pm on Wednesday. 

Special Note: This training will NOT be a PowerPoint training, so before coming to the event, we suggest taking the time to familiarize yourself with all of the capabilities. Here are some Youtube training videos to review between now and May 7th:

Comprehensive Tutorial

Zoom Effect Tutorial

Summary Zoom Tutorial

Linking Excel Charts in PowerPoint Tutorial

    **Agenda is subject to change. Please check back for updates.

    Only $797 for 2.5 days!

    Our Speakers

    We aren't marketers or coaches. We are financial advisors that run successful six and seven figure practices and we use these tools every day - and have been using these exact same systems for over 15 years. In short - we KNOW it works.
    See Advisor Testimonials




    What you pay at the door

    Full version of Training Manual

    All General Sessions

    Full Access to our training website - all videos and documents

    *apply cost to the system if you become a member at the event.