Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Time & Location
Sep 09, 2024, 8:00 AM PDT – Sep 10, 2024, 5:00 PM PDT
The Cosmopolitan of Las Vegas, 3708 Las Vegas Blvd S, Las Vegas, NV 89109, USA
About the event
Come join Leap at The Cosmopolitan of Las Vegas this September 9-10 for two information-packed days filled with valuable learning opportunities, personal growth, and business goal motivation. Registration for Leap Academy is $1,029.00.
Our guest presenters are experts in Leap strategies and philosophy and will share their techniques and knowledge while showing you how they position themselves as their client's trusted advisor. They'll also share real-world lessons and insights they’ve collected throughout their professional careers. You will leave this event with new ideas that you can immediately implement with your clients.
Also, by participating in our breakout sessions, you will not only enhance your skills but also gain hands-on experiences that will ultimately benefit your clients.
Meet your Leap Academy Guest Speakers:
• Craig Wright, Strategic Financial
• Al Dickens, Strategic Planning Group
• Michelle Boyce, Rosenzweig Financial Services
• Kenny Porter, Kenneth Porter & Company
• Ben Rovee, Strategic Financial Designs
• David Mozeika, Currence
• John Norman, Wealth Coordination Partners
• Fulton Lewis, Strategic Planning Group
• Trent Fortner, Founder of the Game Time Coaching Program
• And more to be announced!
Don't miss out on this unique opportunity to invest in yourself and create a pathway to personal growth and success with no risk, only rewards.