On-line practice improvement charrettes meld collaboration with best practices.
In collaboration with Cetera Wealth Management, Prosperity Network of Advisors is pleased to launch Season 3 of its Prosperity Growth Lab series.
Tuesday, October 31, 2023 ... 11:00am - 12:00pm (CST)
Acquire the Ideal Client
In “Acquire the ideal client,” we help financial professionals learn effective strategies they can use right away to focus their practice and get more of the clients they want. To do this effectively, we help financial professionals develop the tools they need to create ideal client personas and personalize their marketing and sales efforts to reach the clients most aligned to their competencies and the growth of their practices.
Max leverages his experiences working with thousands of practices to help advisors meet both their goals and those of their clients. He especially enjoys working with financial professionals on topics such as increasing client satisfaction, hiring, teaming, succession planning and retirement transitions.
Max McQuiston is Senior Vice President of Advisor Practice Management at the Capital Group. Max joined Capital Group, home of the American Funds, in 2016. He is an Advisor Practice Management Consultant with more than 30 years of investment industry experience. Prior to joining Capital he worked as a senior vice president at Fidelity Investments. Max holds an MBA from Brigham Young University and a bachelor's degree in economics from Weber State University.
As a Wealth Management Consultant, Brandon Hamil is responsible for development of advisory sales within his region for Cetera Financial Group. His primary role is to collaborate with investment adviser representatives to promote the increase of assets under management within Cetera’s advisory programs. His responsibilities include education on sales ideas and techniques as well as helping investment adviser representatives to improve their overall business.
After registering, you will receive a confirmation email containing information about joining the webinar.
*For registered rep use only
Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60. Members will be notified via email with Zoom meeting details and specific content on each session.