Advisor Evolution: From Success to Significance

Price: $435.00

Advisor Evolution: From Success to Significance

You’ve built your practice. Now step into the next phase of your career with confidence and purpose. Designed for seasoned advisors with at least 10 years of experience, this learning program explores strategies around succession planning, teaming, mentoring next gen, and leaving a lasting impact on your firm and clients.

  • Growing your team
  • Building a legacy
  • Business valuation
  • Retirement Readiness for Advisors
  • Client Transition Strategies
  • Psychological Shifts in Transitions
  • Succession planning

Program Dates:

  • Series consist of 2 sessions:
    • Wednesday, February 12, 2025, AND
    • Wednesday, February 19, 2025
  • Time: 12:00 - 1:30pm ET

Program Details

  • Program includes 2 group sessions (1.5 hrs each).
  • Sessions will not be recorded.
  • Cost: $435 per person

Questions?

Please email study@amiablelife.com.

Please list all designations
Number of years as an advisor