Mid-Year
Development Retreat

When you improve your skills You will improve your results

Plan For Success

Don’t just work in your practice, make sure you take time to work ON your practice.  When you leave the distraction of daily activity and immerse yourself in an environment that is conducive to working on your practice, you allow true planning to begin.  Join us on our annual planning retreat where we help advisors figure out what they want to achieve in the next year and how they will make it happen.   

Enroll
business idea, planning, board

2023 Development Retreat Details

Charlotte, NC

June 15, 2022
Thursday
9:00 AM - 5:00 PM

Location
Harris Conference Center
3216 CPCC Harris Campus Dr.
Charlotte, NC 28208

Testimonial

"I have both mentored and worked with Jeffrey in an executive capacity.  His strategic insights and ability to execute in the area of advisor development is first class.  If you're looking to grow, work with Jeffrey!"
Todd M. Schoon, JC, CLU®, ChFC®
Executive, Sales & Distribution with Northwestern Mutual (retired)
Board Member at One America and The American College of Financial Services

During the Development Retreat participants will:

  • Learn two strategies for a strong finish in 2022
  • Unlock the barriers to growth in 2023
  • Gain time hacks to get more done
  • Identify a formula for client acquisition
  • Cover tips to maximize COI relationships
  • Discover keys to leading your team & leveraging your support
Enroll

F.A.Q.

Mid-Year Development Retreat

Yes, to maximize your planning for 2023, you will want to attend the full day.  The agenda is structured to continuously build off of prior sections and learning will be missed if you come late, leave early, or step out for a meeting.  

The focus of the day will be helping individuals drive more revenue in 2023.  Anyone who has a direct responsibility engaging with clients will benefit the most.  

That depends.  If you approach the day from your individual responsibilities, than yes that should be fine.  If you want to approach this day as planning for your business, you will want both (all) partners to attend.

Yes.  In order to create effective plans for 2023, you will need to know specific data points about your situation.  You will receive directions about a month before your event to help you prepare.    

We are working with each facility to provide as safe of an environment as possible.  All local and federal guidelines will be followed to help create a comfortable learning environment.

Enroll