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Tour Overview

Ninety Years of Experience & Insight: What Elite Advisors Do that Average Advisors Don’t Do

If you are only going to attend one event this year, this should be it! Learn how to:

  • spend 75% of your time doing the few things that make a difference in your success
  • create a repeatable process to keep you aligned and reach your goals
  • become a great communicator whom prospects and clients easily understand
  • create conversational competence using parables, stories and analogies
  • develop a rigorous client acquisition and retention plan
  • let go of clients who do not fit your business model
  • master a sophisticated but understandable Asset Management Philosophy
  • refine your relationship skills to gain trust, be likable and constantly exceed client expectations
  • differentiate yourself from the growing competition

Don & Richard are now available for your event in 2015.
For further information and to reserve a date, email info@AdvisorsExcelling.com or contact Richard Capalbo at 626.484.5744 or Don Connelly at 941.346.1166