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Hosted by FPA of Tampa Bay

Ultimate Advisor Virtual Summit

The Ultimate Advisor Virtual Summit is a 5-Day Summit created to help provide financial advisors with the tools, resources & strategies necessary to geometrically grow their practices during this challenging time.

The Ultimate Advisor Summit is for any financial advisor who wants to grow into becoming the #1 trusted authority in their market, stand out from the competition, and make a massive impact on your clients, the community and the world as a whole.

  • Five Days Worth of Amazing Speakers
  • Dozens of Marketing Resources, Templates
          and Action Items for FREE (a $1,000 Value)
  • The Methods to Onboarding More Than
          $275 Million in AUM in less than 18-months.
  • A FREE Copy of "The Ultimate Advisor Book"
          ($17 Value)

Monday, September 21, 2020
12:00 PM until Friday, September 25, 2020 2:00 PM


Zoom Virtual Event



Sep 21 2020 12:00PM

Day 1: Eliminating Negative Beliefs and Find the Opportunities that May Be Hiding in Plain Sight

The first day of the Summit will lay the foundation for the entire week's work of content and resources. You'll learn how to spot the incredible opportunities that exist right now, and how you can use this time to deepen relationships with existing clients (while attracting new clients).

Sep 22 2020 12:00PM

Day 2: Differentiation and Messaging

The second day of our Summit you will learn how you can radically differentiate your advising practice so that you can stand head-and-shoulders above the competition. We will also cover the ways that you can create "Deep" messaging instead of "Wide" messaging. You'll then learn how you can create messaging, content and resources, that reflect your unique differentiation and adequately convey that to your prospects and clients.

Sep 23 2020 12:00PM

Day 3: Marketing and Automation

In the third day of the Summit we are going to be showing you how you can market your business in ways that 99% of other advisors simply are not taking advantage of. We will then show you how you can automate more marketing efforts using the "Singular Actions" framework so that you can marketing with greater, authority and efficiency.

Sep 24 2020 12:00PM

Day 4: Scaling Your Practice with Teams, Systems, and Operations

Day four of our summit will consist of world-class content that you can use to grow your teams, company culture and operations. Growing a thriving advising practice is not something that you can do alone... that's why Day 4 is focused on how you can grow and lead your team towards being the preeminent practice in your area.

Sep 25 2020 12:00PM

Day 5: Exponential Business Growth Strategies

Day five culminates all of the resources, content and strategies that you have learned into a framework that allows you to set your business up for exponential growth. These are the strategies that helped Sweet Financial to on-board $275 Million in new AUM in less than 18-months.

Event ID  397