ROUNDTABLE
AGENDA & RESOURCES
All times are Pacific Time.
For event Wi-Fi access, please use the password: SNA2024.
All times are Pacific Time.
For event Wi-Fi access, please use the password: SNA2024.
Mastering High-Net-Worth Client Acquisition:
Insights and Strategies for Roundtable Members - John Bowen
Download Presentation
Download Johnson Case Study
Download Mindmap
Download Preliminary Findings
Download Workbook
Download Workbook Exercises
Download Design Services Flyer
Download The Winning Edge PDF
Learn more about PLAUD notePin
Mastering the Competitive Edge in Wealth
Management - John Bowen
Access the Competitive Edge Accelerator QR Code
Access the Competitive Edge Accelerator Assessment
Return to the Competitive Edge Accelerator Dashboard
Download the Table Exercise
5 Key Drivers of Advisors Earning $1 Million + - Paul Lofties & Cathy McBreen
Strategies and Tools for Success - Paul Lofties
Review
What Big Brands Know - Gerry O’Brion - International Ballroom
Download Handout
10X Talk - Homer Smith
Download Presentation
10X Talk - Peter Leggit
Download Presentation
10X Talk - Austin Collins
Download Presentation
Elaine Manley Book Link, go here
Keven Prather Book Link, go here
Complete our initial dashboard evaluation, here
To log back into your dashboard, go here
Need to refresh your mindmap for your dashboard? Schedule your call here
Please note, to generate your assessment report, please complete the valuation questions within your dashboard by clicking the lock in the top right section. Once this section is completed, this action will initiate the final step to generate your report inside your dashboard. You can do this when you return back to your office.
Becoming the Indispensable Partner of $25 Million Plus Clients
Homer Smith
Soul Care Seattle
Austin Collins
Children’s Shelter of Cebu
Peter Leggett
Pancare Foundation
Unlocking Success: Strategies from Dream Team Research - Valerie Chaney - International Ballroom
Download Presentation
Download Identity Hook Worksheet
Download Presentation
Download COI Flowchart
Download COI Tracking
Download COI Checklist
Advanced AI Strategies for High-Net-Worth Client Success - John Bowen
Download Presentation
Download Workbook
Sample AI Audio File Teams
Take the AI Assessment Here
Download John's Custom ChatGPT Instructions Here
Access Napkin AI Here