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WORKSHOPS


The Barrier Breaker Workshop

Breaking Through Barriers to Reach Your Peak

March 4, 2012


This one-day, high-energy, high-impact workshop led by an all-star list of keynote speakers is designed for financial advisors who are ready to break through barriers and take their business and life to a higher level of success. This is a results-oriented program that inspires  advisors to think bigger, work smarter and equips them with a plan to make their
big dreams a reality.

Agenda

7:30–8:00 AM
Continental Breakfast
8:00 - 9:40 AM
Breaking Through Barriers with Ron Carson
9:40 - 10:00 AM
Break
10:00 - 12:00 PM  Take Control of Your Subconscious Mind with Anthony Galie Partner Presentation
12:00 - 1:00 PM  Lunch
1:00 - 2:30 PM
Exploring the Possibilities with John Mueting
The Brand Called You with Peter Montoya
2:30 - 2:45 PM  Break
2:45 - 4:00 PM
 How to Get Prospects to Sell Themselves with Ron Carson

 

 


in Partnership with

 


 Peak logo


Registration:
Early-bird Pre-Conference Workshop Rate: $99
After February 3rd: $149

Conference and Pre-Conference Workshop Advisor Rate: $229
After February 3rd: $349

Conference and Pre-Conference Workshop Non-Advisor Rate: $1,075
After February 3rd: $1,395

 

Click here more information

 


WORKSHOP PRESENTATIONS Archives

 

Online Extras

PWinsider
Angeles Wealth Management, a Los Angeles-based RIA designed to serve high-net-worth and ultra-high-net-worth clients, has been created by Angeles Investment Advisors and Jonathan Foster. 
Read more...
 
PWinsider
Federal regulations placing more restrictions on the operation of single-family offices is going to prompt more ultra-high-net-worth families to consolidate or restrict their offices, said Joe Calabrese, CEO of Harris myCFO.
Read more...
 
PWinsider
HighTower has brought on a new partner from Morgan Stanley Smith Barney, where he headed a team that managed about $2.5 billion. 
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PWinsider
Financial advisors who want to succeed with women clients need to treat them as individuals, not as a group, according to a new study by the Family Wealth Advisors Council.
Read more...
 
PWinsider
Most high-net-worth individuals feel it is important for their advisors to know all their goals and financial wishes, but only a small percentage actually provide that information, according to a new survey.
Read more...
 

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