Elite Advisor Growth Series

Join our FREE webinar series to learn proven strategies for advisors to grow assets under management (AUM), attract high-net-worth clients, and secure valuable referrals, all while enhancing your practice’s success.

Achieve Elite Growth and Success:
Elevate Your Brand, Messaging, and Deliverables

This exclusive series, lead by nationally recognized experts, is designed to provide you with innovative, actionable strategies to elevate your brand, refine your messaging, and enhance the financial solutions you offer to clients and prospects.

Our goal is simple: to equip you with the tools and insights needed to attract more high net-worth clients, grow your assets under management, and position yourself for elite growth. You’ll leave with proven tactics to strengthen your market position and accelerate your success in today’s competitive financial landscape.

Part 1 – Aired 1/30/2025

How to Prospect and Get More AUM from Inside Your Own Book of Business

Discover innovative strategies to tap into hidden opportunities within your current client base and grow assets under management effortlessly.

Part 2 – Airing 2/25/2025

How to Finally Get High-Quality Referrals from Attorneys

Learn effective approaches to establish strong relationships with attorneys, encouraging them to actively refer high-quality clients to your practice.

Part 3

How to Grow and Win AUM from a Business Sale and a Business Owner

Explore a proven strategy and process designed to attract and manage all the financial assets of a business owner (including the business), ensuring their financial growth aligns with both the owner’s goals and your expertise.

Part 4

Elite Wealth Accumulation and Tax Saving Strategies for High-Net-Worth Clients

Learn powerful and proven planning strategies for the affluent to “lower their tax bracket in retirement”. Our goal is to get below 10%. Position yourself as innovative and the Advisor of Choice to both prospects and existing clients.

Part 5

Zero Estate Tax Planning and Strategic Wealth Transfer for Heirs

Discover essential strategies to help affluent families eliminate estate tax burdens and preserve IRA wealth for future generations, greatly Improving generational persistency for your practice.

Part 6

Comprehensive AUM Growth: Leveraging the Susan Danzig and FSG Advantage

Master the art of branding, messaging, and executing a winning strategy to consistently attract, build, and retain significant assets under management.