From performance-based selling to behavioral coaching: Why the advisors who prepare clients before the crisis will dominate the next 20 years. * All times are listed in ET (Eastern) time zone
Develop confidence in leading client conversations around planning, value, and proactive advice. * All times are listed in ET (Eastern) time zone
Learn how short-form video can build trust, explain rollover decisions, and humanize client outreach. * All times are listed in ET (Eastern) time zone
National conference for United Planners advisors covering investment insights, practice management, and business development strategies. * All times are listed in ET (Eastern) time zone
Collaborative session highlighting successful advisor strategies and communication approaches to deepen client relationships. * All times are listed in ET (Eastern) time zone
Learn how to structure client events that uncover rollover opportunities and encourage asset consolidation. * All times are listed in ET (Eastern) time zone
Exclusive conference for top-producing advisors focused on networking, strategic insights, and growth opportunities. * All times are listed in ET (Eastern) time zone
Framework for running structured, high-impact client review meetings that strengthen relationships and reinforce advisor value. * All times are listed in ET (Eastern) time zone
Review campaign metrics, track outreach progress, and refine strategies using a simple campaign health scorecard. * All times are listed in ET (Eastern) time zone
Annual gathering of Centaurus advisors and partners focused on investment strategies, advisor growth, and industry insights. * All times are listed in ET (Eastern) time zone
