gears_blue

04/30/2025

Live Webinar

Objection Resolution: Success on the Phone

Time: 12:00 PM - 1:00 PM (Wednesday)

Location: Live webinar

05/07/2025

10 Week Series

Client Acquisition Training

Time: 8:00 AM - 9:30 AM (Wednesday)

Context: Once per week for 10 weeks

Location: Virtual Training

06/27/2025

Growth Groups

In-person Meeting: First Friday of the month (6 month commitment)

Location: San Diego, CA

08/05/2025

1 Day Event

Memory Training

Time: 12:30 PM - 5:00 PM (Tuesday)

Location: Handlery Hotel San Diego

950 Hotel Circle North

San Diego, CA 92108

Testimonial

"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

F.A.Q.

Common questions about our trainings

Yes!  Each training has the ability to be offered to a private group.   Schedule a conversation to discuss the details.  

We typically hold between 4 – 6 public training events each year.  The rest of our trainings are typically private events for our clients.

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.

Reservations are fully transferable and are refundable within 3 days of the enrollment date.