This conference was designed to help you bring planning to more people. Over the course of three days, we will share proprietary research and the resulting insights to help identify the opportunity for you to better connect and engage with the millions of households looking for the service, knowledge, and experience you are positioned to deliver.
88 million households are underserved. What kind of experience do they want? This is the only conference that will show you how best to bridge the gap.
Discover how to engage the 64% of consumers willing to pay for financial advice but are not currently working with a financial professional.
It's day 3 of Summit! Here's a preview of the day:
30-minute one-on-one customized coaching sessions kick-off today, Wednesday October 19. If you registered, please be sure to complete the pre-meeting questionnaire emailed directly by your trainer.
A big THANK YOU to our sponsors for this year's event!