"Thank you Danko team! These four letters mean so much to me : PASS. Your program is so much more than a CFP review program, so much so that I can't even find the words to describe it!"
Advisor Evolution: From Success to Significance
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.