Grow your skills AND your practice.

• Meet monthly with your peers via Zoom from wherever you are, in a group independent of financial institutions.

• Learn creative prospecting techniques and growth strategies that leave cold calling and pestering for referrals behind.

• Level up your natural market and speak the language that attracts exactly the clients you want to work with.

• Hone your planning skills in conversation with peers.

• Be inspired to build your reputation and conduct your practice in a way that supports your lifestyle and doesn’t undermine it

• Gain greater clarity in where you want to take your practice year over year.

• Develop a larger referral network of practitioners and partners.

Sherry will be your facilitator, coach and mentor. Not only did she successfully build and sell her own wealth management practice; but, previously, she ran a successful Sales Performance Office for a Fortune 500 company, ensuring repeatable success by the relationship management teams. Sherry knows client acquisition and retention honed by over 30 years and hundreds of millions of dollars in sales. Her former clients still reach out to her for check-ins. You’ll want that kind of relationship with your best clients too.

Membership: $1,200