Immersion Retreat

Get intense training to grow your practice through the field-proven methods inside Advisor Growth Tech.
This meeting is invaluable for ALL advisors wanting to increase their ability to close more business!

Houston, Texas
September 7-8, 2017

Learn how you can create your dream practice with Advisor Growth Tech (AGT). 

AGT is a community of advisors, led by mentors and supported by a library of materials and program specialists, specifically focused on growing independent advisor practices. AGT’s goal is to help independent advisors address the issues they face every day with an emphasis on seeing more highly qualified prospects, providing a higher probability of success with those prospects, and ultimately growing a valuable business with transferable assets.

By attending this retreat, you’ll learn how to leverage these proven methods in our Advisor Growth Tech Segments:

  • Mentorships: Learn from one, or all, of the industry’s best mentors and active advisors, each with their own specialty. Your interaction with this team of mentors will profoundly affect the growth of your practice.
  • Forums: Become part of a national online community of active advisors that have proven their commitment to growing their practices. As a member of this community, you can get peer input on important business decisions, tough case designs, marketing practices and any other question you might have.
  • Business Consulting: The Practice Protection Planning program will offer advisors consulting services that will add value to your business, now and into the future.
  • Sales Coaching: Whether you are learning from sales coaches that have trained the leaders of Fortune 500 Companies, or our annuity closing expert, you will gain invaluable skills centered on the art of sales.  Sales coaching participants have increased their closing ratios from 20% to 80%.
  • Hot Advisor of the Quarter (HAQ): The Hot Advisor of the quarter will share the secrets of his/her recent success and many of the documents, tools, processes and programs used to take his/her practice to the next level.
  • Platinum Advisor Strategies: Platinum offers best-of-class video production, online presence, marketing, client communications, training and accountability, book publishing, graphic design, practice management, and branded gifts. Advisors using this service boast, on average, a 27% increase in sales within the first year!

We welcome new and motivated advisors ready to invest in themselves and their businesses!

Registration: Meeting registration is free and includes all meals; however, there is a $99 refundable deposit required to reserve your spot. Once you check-in at the event, you will receive a full refund of your $99 deposit.

Confirmation: After you register, your submission will be reviewed pending approval. If you do not receive an email confirmation, please check your SPAM/junk folder.

Travel arrangements: Once we confirm your registration, we will contact you regarding your hotel accommodations and travel information. Attendees are responsible for their hotel rooms and other travel costs.

Requirements: You will need to bring a laptop to participate in the online portion of the training.

Questions? Call your Business Coach at 800-201-0224 for details and eligibility.

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