5 Steps to Building a 7-Figure Financial Advisory Business that Impacts the World

Derrick Kinney’s "5 Steps to Building a 7-Figure Financial Advisory Business that Impacts the World" explores a revolutionary framework used by the nation's top advisory businesses. Attendees will discover how to expand their financial advisory business by aligning it with meaningful causes, inviting clients and affluent prospects to partake in a larger mission. Advisors will learn the art of confident communication to become memorable in social settings, attracting clients who are eager to work with them. This presentation will guide advisors through transforming their business to create a dedicated client base that naturally generates referrals, setting them apart in the industry.

Learning Objectives     

• Grow your business while making a big impact on the causes you care about by inviting your clients and high-net-worth prospects to join you in a bigger purpose 
• Stand out in every social setting as a confident communicator so that you’re memorable and people want to work with you.
• Transform your business and create a raving client base that generates referrals