Skip to Content


Rising Stars

Fi360 Training Program for Advisors

What is it?

Rising Stars is an exclusive one-day training program where the next generation of retirement-focused advisors learn consulting fundamentals and advanced practice management skills to help grow their practice.

Who Participates?

Retirement advisor “Rising Stars” who can benefit from an interactive and engaging session from Fi360/Ann Schleck & Company. The session is for retirement advisors with 3-5+ years of experience and will focus on consulting fundamentals (e.g. What’s Your Pitch and How Do You Differentiate?), consultative selling (e.g. 50 Sales Ideas in 50 Minutes) and strategic client relationship management (e.g. Getting Credit for the Value You Deliver).


  • Gain competitive marketplace insights
  • Learn practical sales and marketing tips to help you close business
  • Identify strategies to add and demonstrate value to client relationships
  • Interact and network with advisor colleagues, experienced providers and industry experts
  • Attendees will likely receive CE credits

2018 Locations:

  • June 7, 2018 – Los Angeles, CA
  • June 14, 2018 – Charlotte, NC
  • June 19, 2018 – Baltimore, MD
  • June 21, 2018 – Chicago, IL


For More Information: Contact Matt Burt

Back to top