"I had all the tools necessary except a tried-and-true sales strategy to help accelerate my growth. Jeffrey's insights and weekly guidance helped me add $6.5 Million in AUM in 9-months!"
Brian M. Sullivan, MS
LPL Investment Advisor Representative Dietz and Lynch Capital
Our training is designed to help participants develop skills during the training event. Too many training programs tell people what they need to do, but never how to do it. We don’t do that. Participants learn both in our trainings!
It all depends on the skills you need to develop that help drive the outcomes you want to see. If you are unsure of which training is best, we encourage you to schedule a conversation with us to discuss your situation.
Yes! Due to how each course can inter-relates with the other, you may find benefit in attending courses simultaneously. Feel free to reach out if you want to discuss the best sequencing for your situation.