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.
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.
Your Subtitle text
Street Smart Advantage
Prework:
- 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.
Structure:
-
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!
