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2023 Advisor Growth Summit

2023 Advisor Growth Summit2023 Advisor Growth Summit2023 Advisor Growth Summit

 

How to have the best year ever in your personal financial planning career.

RSVP

2023 Advisor Growth Summit

2023 Advisor Growth Summit2023 Advisor Growth Summit2023 Advisor Growth Summit

 

How to have the best year ever in your personal financial planning career.

RSVP

Summit Overview

We will cover how my advisors:

  • Get paid to hold a workshop vs paying $7K+ to feed plate lickers at senior seminars
  • Write over 160 Million in life premium using late stage college funding as a door opener (NOT 529 planning)
  • Increased their AUM and annuity production without interrupting their current financial advising business
  • Used a proprietary college funding software to provide overwhelming value to their baby boomer clients
  • Outsource a scalable, repeatable, and profitable turnkey marketing system

RSVP

Please fill out this form to reserve your seat at the 2023 Advisor Growth Summit. If you need multiple seats, please include the number of seats and names of those attending in the message field.

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EVENT DETAILS

November 30, 2023


10:30 AM - 4:00 PM

(lunch will be provided)


Located at The Marriott in Harvard Park

(Cleveland Marriott East)

26300 Harvard Road, Warrensville Heights, Ohio 44122, United States

Contact Adam Blumenthal at ablumenthal@weareoneseven.com with any questions.

2023 Advisor Growth Summit

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