8:00 am to 8:30 am: Registration
8:30 am to 9:00 am: Welcome & Introductions
9:00 am to 10:30 am - Foundation Dialogue & Strategic Blueprint: You'll learn exactly how we convert HNW and business owner prospects to planning fee clients with this two meeting process.
10:30 am to 10:45 am: Break
10:45 am to 12:00 pm - Estate Plan Focus: Learn how to be the subject matter expert in estates and trusts when you're not an attorney, and how to play nicely in that arena so that estate planning attorneys respect and rely upon your knowledge of the client's objectives. This session will earn you tons of credibility and relational value with the clients you serve.
12:00 pm to 1:00 pm: Lunch
1:00 pm to 2:30 pm: GUEST SPEAKER Stephen Wershing: Creating The Best Niche For You.
2:30 pm to 2:45 pm: Break
2:45 pm to 4:00 pm - Personal & Business Investment Focus: Learn how to simplify the complex and help clients manage their portfolio in a manner they never dreamed about. 5 Tools you'll learn about in this session will revolutionize your investment planning practice.
4:00 pm to 5:00 pm: Q&A
8:30 am to 10:00 am - Financial Independence Focus: Master the process of helping clients through retirement planning, education planning and every other purchase that could impact a client's financial independence.
10:00 am to 10:15 am: Break
10:15 pm to 12:00 pm - Business Exit Focus: Business owners are used to investing in their business -we'll give you the tools and teach you how to become the subject matter expert in this arena. There's a ton of information here - we'll show you how to prioritize what to focus on.
12:00 pm to 1:00 pm: Lunch
1:00 pm to 2:30 pm - Plan Delivery & Implementation: The nuances here are so special and small that they are often overlooked - we will ensure that you never miss these again.
2:30 to 4:00pm - Custom Wealth Inspection (Annual Client Review): We will show you how we create a dashboard for your client's goals and objectives that will allow you to add value for many years.
4:00 to 5:00pm - Q&A
The Advisor Summit is a 2 day live training event for financial advisors, wealth planners and financial industry professionals to give them actionable tools and skills to deliver an exceptional planning process for their high net worth and business owner clients.
Unlike other training sessions, you don't have to pay thousands of dollars into a program before attending a CWA event. Come "audit" 2 days of classes from three top advisors in the industry for less than an average mortgage payment!
No matter what you call yourself: A CFP, financial advisor or wealth planner, we all want the same things - to get and retain more clients.
Have you met John Enright? He's an award-winning, 7-figure financial advisor (NAIFA Top 4 Under 40) with articles in the Wall Street Journal, Advisor Today, Financial Advisor Magazine, WealthLinc, Round Table, and much more. John created the Custom Wealth Inspection; his unique 5-step planning process that has mastered how to attract and retain clients, while also turning them into an advisor's biggest cheerleaders. He's the founder of the CWA Network & brings in a cool $2 million in AUM.
Michael Palumbos is not only the co-founder of the CWA Network, but also a "student" of John's system. Mike is a family & legacy advisor in upstate New York and has been using John's system since 2012. Since then, he's averaged 23.71% annual growth because of John’s process. Now, he's on a mission to help other advisors achieve the same success that he's had following this unparalleled practice management system.
With Special Guest: Stephen Wershing - The Financial Planning Industry's Top Niche Marketing Specialist. Stephen is an internationally-recognized expert on niche marketing & practice management for financial advisors. Steve says that “a niche is simply a need”, and if you plant the seed for the need, your clients will find you...not the other way around. It's the perfect match to our mantra - plant seeds to grow trees.
From helping them double their fees in a year to stream-lining their existing processes, CWA Network's blueprint systems will launch your practice to the next level. But we don't need to tell you that - they will!
"I’ve looked at and been through almost every major coaching program out there... and this one starts you where everyone else drops you off. This delivers a true client experience that drives referrals, helps your get introductions and really provides a unique experience to help you build your business."
Greg Desmond CPA/PFS, CFP® Walnut Creek, CA
"There are lots of financial advisors that make over a million dollars a year BUT lots of times they keep their secrets to themselves, they don’t want to share their secrets. But, John does…that’s what makes him so influential".
Dan Sullivan Co-Founder, Strategic Coach Toronto, ON
“It has been so much easier now and to give you actual evidence, I’ve already exceeded by 50 percent the amount of money I brought in fees from last year to this year alone. So, thank you CWA Network for everything you’ve done for me. I really appreciate it.”
Kevin Best CFP, MS Rochester, NY
The Barclay Damon Tower
125 East Jefferson Street
Check out our frequently asked questions about our live events!
Do I need to belong to the Network to come?
Nope. In fact, the more advisors we meet, the better!
Is this going to be a pitchfest?
Nope. We have no advertisers.
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