Advancing Knowledge in Financial Planning
Join Limitless Advisor for an immersive coaching experience that includes a one-day virtual learning summit and 1-1/2 days of hands-on workshops designed to help attendees roll up their sleeves and apply Limitless' best practices to accelerate growth in their firms! Participants will learn how to attract ideal prospects, tell a compelling story, build a steady pipeline of clients, and master their sales process to achieve a 70% or better closing rate. Attendees will "choose their own adventure", selecting 3 sessions most relevant to their growth goals and get the proven practices, in-practice playbooks, and the strategies and shortcuts they need to get clear, get focused, and get to work building their growth engine.
This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.