The CWA Network Summit is a live financial advisor training event for current licensees of our system and their teams. Not a member? That's okay! Our training doors are also open to financial service professionals. Our planning process has been time-tested, financial advisor-proven & refined over almost two decades.
Our live events are unlike any others. For 2 days, you'll truly "sharpen the axe" that is your unique skill set. With the very face of financial planning services changing, it's increasingly importantt to show clients that you are truly an expert and have a disciplined process. Client loyalty and personal chemistry must be the foundation of every client relationship you build.
The focus of this event is to introduce you to any new tools that we have created and tested to help you to better utilize everything you already have access to and to ensure that you are able to deliver an extraordinary planning process. We hav been working on web-based client meeting documents for the last year to modernize our system, and we'll be reviewing key pieces.
You'll get John & Michael's undivided expertise from 9-4pm for 2 days, plus special guest Stephen Wershing, CFP.
Creator & Co-Founder: CWA Network
Owner: Custom Wealth Management
Seen in: Financial Advisor Magazine, Financial Planning Magazine, Advisor Today and more.
Co-Founder: CWA Network
Owner: Your Family Legacy
Seen in: Financial Planning IQ, Sustainable Business Podcast, Advisor Today, and more.
CFP & President of the Client Driven Practice LLC.
Author of Stop Asking for Referrals! (McGraw Hill). Steve offers tips on practice management and marketing on his blog, and post at least one article a week. He also blogs at financial-planning.com.
Marketing Specialist: Custom Wealth Management
We're working on the exact agenda items and will send details once they're confirmed.
Tuesday, May 21:
Check out our frequently asked questions about our live events!
Is there a dress code?
Nope. Business casual is what you can plan for.
I'm flying in. Where should I stay?
Scroll up to our HOTEL section to see the three places we reccommend. All three hotels are very close to the training center.
Can I bring my team members?
Absolutely! If you're wanting to bring more than 2 other people, please contact us to get a special group discount.
How long have you been doing these events?
This is our 8th annual live training event in the spring.
I have another question. Who do I contact?
Give us a shout at 585-627-0023 or shoot us an email email@example.com