FOR FINANCIAL ADVISORS · 90 MINUTES · VIRTUAL WORKSHOP

Put It Into Practice: The Business Maturity Diagnostic

Proficiency Through Practice 

Our first workshop, The Advisor Who Sees What Others Can't, gave you the lens and the language. And underneath that, a promise: become irreplaceable.

Proficiency takes practice. This is where you build it — real reps, real feedback, before it's ever a real business owner across the table.

Get through your first Business Maturity Conversation, and you don't just build trust. You become the advisor they call for a lifetime.

In 90 minutes, you'll walk away with:

  • Enough reps that your first real conversation doesn't feel like your first

  • Your own results, read honestly, so you already know what you're asking a business owner to face

  • A scheduled prep call, so you leave with a real next step

Run the conversation. Build the trust.

Become their lifetime advisor. 

Hosted by Alan Fuhs & Tina Dao, Success Architects