We offer practical advice from engaging speakers.
These are our favorite topics.
Elite Financial Teams
Elite Teams lead the field in client retention and client acquisition for a reason. They have great leadership, the right people in the right roles, and continually work to improve.
Mastering Affluent Client Acquisition
Our research has proven which activities are most effective in affluent client acquisition. We bring these recommendations to life through examples, scripting, and routines.
Advanced Selling on Social Media
We run hundreds of social media accounts and can teach you what works and what doesn’t. Position yourself for the consumer of tomorrow, while landing the consumer of today.
FastTrack for New Advisors
We’ve spent the last 15 years training new advisors at various major firms. Our sweet spot is teaching them effective, scalable marketing routines that work with limited budgets and networks. With consistent work on their knowledge and skills, the sky is the limit.
Our speakers are time-tested...
Specialty: client acquisition, teams, social media
Style: detailed, articulate
STEPHEN BOSWELL, MBA
Specialty: social media, marketing
Style: fun, interactive
KEVIN NICHOLS, MBA
...and get great reviews.
Stephen, Thank you so much for your participation and partnership. Advisors were raving about both sessions, and I heard 'best conference ever' several times!
We had a great meeting with you today – you knocked the cover off the ball, as usual! I’d like to keep your content, support and best ideas front and center as much as possible.
Kevin is a phenomenal presenter whose subject matter expertise, delivery and ability to read his audience have increased the impact of our content and have gained the attention of our FAs.
Kevin is the type of speaker that understands his audience and masters his content. Make it a point to see Kevin in action, you will not be disappointed!
Stephen, Thanks again for making this a great event. So much information was exchanged. It was an absolute pleasure working with you.
You guys were awesome! You opened a lot of minds. Now it’s our job to keep them moving forward. We are most appreciative!
Our speaking mantra is...
Plan for interaction.
For us, Q&A is not a "throwaway" section at the end of the presentation. We pose questions to our audience throughout each talk and call on them by name if necessary.
Deliver with energy.
Our presenters are energetic, well-informed, and have a command of video conferencing technology. Our PowerPoints and handouts are professionally designed for financial advisor speaking.
Conclude with action.
Every one of our financial advisor talks concludes with specific action items, so participants are never left wondering what steps to take. If we can get them to act quickly, they're more likely to form the right habits.
