Elevate - New York

Date: October 22, 2019

Time: All day

Location: New York

This is a new, one-day advanced advisor practice management training session designed to help advisors create an extraordinary client service experience generating increased client satisfaction, loyalty and retention.

Who Participates? 

The session is focused on experienced advisors with at least five years of experience or attendees from our Rising Stars training programs.


  • The innovative curriculum provides attendees with strategies, techniques and tools to deliver an extraordinary client service model
  • Interact and network with advisor colleagues, experienced providers and industry experts
  • Attendees will leave with great ideas to implement when they get back to their office
  • Attendees will likely receive CE credits
Let’s get to work. Connect