How to plan 2023 to be your best year ever
We are excited to announce that we will be hosting a live event in Florida in December to help you setup your business for success in the new year and beyond.
Ron Bullis and the Lifeworks team will be partnering with us for this special event at the Bohemian Hotel in Celebration, Florida from December 7-9.
The Agenda:
Wednesday the 7th: We will host a welcome reception/cocktail hour from 6-8 at the Bohemian. And yes, Carmine will be in attendance!
Thursday the 8th: We will kick off with a continental breakfast and a full day of teaching by Ron Bullis.
He will share…
The Future of Advice
  • State of the wealth management industry
  • Technology and client expectations that are driving change
  • The three (3) most significant challenges advisors face and how they can build a practice that will win their ideal clients today and the next generation of wealth creators. 
  • Where advisors should be investing and focusing their efforts 
In another session, he will share how to build a “future-proof” practice
  • Why you need to focus on scale and not just growth
  • Foundations of your strategic plan
He will also present on Revenue Models
  • Why every advisor should implent a fee-for-service model
  • How to price your services
  • Hands on breakout sessions to implement this into your business with 1-1 Q&A.
…and much more! And that’s just Thursday.
Friday the 9th: We will also start with a continental breakfast and a half day of teaching.
  • I will share database reactivation and, how to get clients without spending money on ads or anything else.
  • I will also show you how to implement and leverage Ron’s training to create more powerful offers
  • And convert all of it into new clients.
  • I will also be sharing our new proprietary software platform called Apollos and how you can use it to automate your follow-up, manage your pipeline with ease, and centralize all of your lead sources from all social media channels into one place so it's easier to track and convert more leads and turn them into clients.
…Not to mention the opportunity you’ll have to interact with the 25 other advisors that will attend throughout the 3-day event.
If this interests you (and if it doesn’t, I’m not sure why you’re in Vanguards), we have a special offer for you…
As I said, there are only 25 spots.
And we are offering this at an extremely low price. We’ve hosted 10 live events in the past and have charged anywhere from $1,500-$5,000 per attendee.
We are offering this event for only $599 per attendee.
And yes, Blaise is mad at me for this pricing.
We’ve never offered a live event anywhere near this price point -*and we may not ever again (*Blaise’s note).
So here’s the special offer… we will not promote this event to the public until this Friday to allow all of you to have the first crack at grabbing a seat.
That being said, starting Friday, we are going to start blasting our list and Lifeworks’ list… that’s over 12,000 people.
We are also going to start offering it to prospects on our strategy calls over the next few weeks until it’s full.
To guarantee a spot for yourself, click the link below:
All you need to do to reserve your spot is…you know how this works…it’s like buying tickets to a concert.
$599 per ticket but Bon Jovi will not be there, if you plan on bringing one or more guests, you will need to process each person separately…sorry, it’s not more convenient.
You will receive a receipt and a confirmation email from Leah and you’ll be all set.
Once we start promoting this to our lists, the seats will fill up fast.
We hope to see all of you there in December.
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Mark Ford
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How to plan 2023 to be your best year ever
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