ADVANCE for the Future Leader

Whether you're expanding your responsibilities within your organization or preparing for ownership, we'll help you lead with confidence and build a thriving practice.

In-Person Retreat

  • Understanding Entrepreneurship and tools for Strategic Leaders
  • Business Planning including mission, vision, values and goals
  • Financial and Risk Management
  • Leadership and Team Management

Webinars & Consulting

  • Delegation and time management for business owners
  • Building a brand and identity
  • Client Experience
  • Personalized consulting tailor to your business needs

Key Takeaways

  • Learn firm management and strategic sales techniques.
  • Build a supportive network of like-minded professionals.
  • Attain the skills to lead and grow your

WHO SHOULD JOIN?

Experienced advisors preparing to take on leadership roles

Successors aiming to transition into firm ownership

Program Structure

  • A 6-month commitment to growth and development
  • One in-person retreat to dive deep into leadership, running an efficient and successful firm and sales strategies
  • 5 months of implementation and peer networking webinars where we will also introduce new content and strategic relationships 
  • 5 months of one-on-one consulting focused on developing and executing your plan providing ongoing education and guidance

Pricing

Cost to the advisor: $3,000*

Advisor Benefits Program Tier Pricing (discount applied):

  • Premier Elite: $2,000
  • Gold: $1,500
  • Platinum / Platinum Elite: $1,000

*Travel costs (hotel and airfare) for in-person retreats are not included

CONTACT US

Want to learn more?

Send us an email and our Ascent Program team will be happy to answer your questions.