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