AdvisorsThinkTank.com
Business Insights for Independent Financial Advisors
  • Home
  • Executive Series
    • Executive Roundtable - October 2015
    • Tiburon Executive Insights - April 2014
    • Tiburon Executive Roundtable - October 2013
    • Tiburon Executive Roundtable - April 2013
    • Tiburon Executive Roundtable - October 2012
    • Tiburon Executive Roundtable - April 2012
    • TIburon Executive Roundtable - October 2011
  • Practitioner Series
    • TD Ameritrade Investing Roundtable – February 2015
    • FPA Thought Leader Roundtable - October 2014
    • Safe Investor Series - November 2013
    • FPA Thought Leader Roundtable - October 2013
    • FPA Thought Leader Roundtable - September 2012
    • FPA Thought Leader Roundtable - September 2011
  • Technology Series
    • Schwab Technology Roundtable - November 2014
    • T3 Video Interview Station - February 2012
    • Schwab Technology Roundtable - November 2011
  • Take 10 - Expert Series
  • Connect

Coming Soon! Sign Up to Receive Notifications.

Master Classes

Your opportunity to participate in an intimate small group discussion with some of the industry’s most successful and pioneering practitioners. Each class will feature one or a few advisors who lead the field in creating an advisory business discussing a particular area of business management where they succeeded. Courses will be organized so that participants in the live event can interact with the experts, making it more a discussion than a lecture. Follow up small group study will be an element in some courses, enabling you to work together with other advisors and a facilitator to put the concepts into practice.

Wisdom Bank

The Wisdom Bank will serve as an additional resource library of business management ideas and expertise. Drawn from master classes, interviews and discussion groups, the Wisdom Bank will give you access to lessons, experiences and stories, on demand, at no charge, from the people who have done it in the real world. The library will consist of documents, audio and video interviews with industry experts and leading practitioners so you can access material the way you want it when you want it, and review it as many times as you need to help you master the topic areas.  

If you'd like to be notified about future Master Classes and new posts on Advisor's Think Tank and the Wisdom Bank, just let us know by submitting your contact information here.

    Yes! Keep me posted.

Submit

Master Class Series and Wisdom Bank

Brought to you by The Referral Doctor, Stephen Wershing, and The Marketing Maven, Marie Swift

www.TheClientDrivenPractice.com

www.MarieSwift.com


Powered by Impact Communications, Inc.
www.ImpactCommunications.org