Comprehensive Business Advisor, LLC

You know what the books told you, but do you wonder what top financial services professionals have that you don't?
The Street Smart Advantage.
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Street Smart Advantage

  • Attendees will be expected to complete pre-work, including familiarizing themselves with the comprehensive case study that will serve as the fact scenario used throughout the program. 
  • A detailed questionnaire will be sent to each participant to facilitate creating balanced teams.
  • Upon arrival, participants will meet other team members and the team facilitator. 
  • Attendees rotate through workshops covering estate planning, business planning, qualified plans, and nonqualified plans.
  • Each workshop will be a combination of faculty lecture and an application of techniques to the facts of the case.
  • A working dinner features a roundtable discussion of prospecting techniques. Learn from your fellow attendees what is working for them!
  • A working breakfast highlights business valuation trends and how they affect your clients.
  • Upon completion of the workshops, attendees finish their presentations and offer them to faculty, staff and other attendees who will provide constructive criticism and lead a discussion of the pros and cons of each solution.  

Cost:  The cost for this course is $1,195.  Register for both Street Smart and Street Smart Advantage for $1,495!

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