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Elevate Your Practice

Fi360 Training Program for Advisors

What is it?

Elevate Your Practice 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

2018 Locations

  • October 25, 2018 – Chicago, IL
  • November 8, 2018 – Boston, MA
  • November 15, 2018 – Los Angeles, CA


For More Information: Contact Matt Burt

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