Are you ready to unlock your practice's highest potential and create the perfect balance between career success, personal growth and achieving ideal wellness? Experience paradigm-shifting knowledge like never before at the Elite Wealth Advisor Symposium – an exclusive conference with insights from world renowned experts that can be applied right away. From new, innovative ways to attract and even better serve high net worth clients, to crafting a culture of excellence in your company, to next-level technologies that are opening up capacity and changing the way we deliver value to clients and our teams alike, this event is designed for business professionals who want to make life changing progress while taking their practice to the next level!
We recognize the importance of personal connection, and want to ensure that every advisor who joins us has the best experience. That's why we are opening up this exclusive event to just 150 participants so they can benefit from insightful one-on-one interactions with our experts as well as dynamic discussions among other top producers in their field. It is highly recommended for advisors not to go solo - so bring along any key players on your team, such as those responsible for operations or marketing. According to a study shared on quixy.com, the undervaluation of project management leads to 67% of projects failing*. Why does this matter and why are we sharing it here? Because as growth focused advisors we love shiny objects. We love new ideas. We love moving on to “the next thing”. The problem is that we end up not following through on some of the most important initiatives out there. This is why it’s so important to bring the key people that will take the best ideas from this conference, and see them through. Your role is to share the vision, their role is to get it done!
*Source: https://quixy.com/blog/important-project-management-statistics/