Are you ready to increase your closing ratio and bring on more assets?

You wouldn't be here if you weren't.  

Attend this seminar to learn three proven, simplified, replicable, and effective ways you can close more sales.

You'll hear from financial advisor firms that, combined, closed over $14 million in business last year using these methods.

Using these methods will allow you to:

  • Explain asset allocation strategy to your clients in an easily understood manner
  • Educate your clients on the sequence of returns risk
  • Proactively identify any preconceived conceptions your clients have about investment options before you make your recommendations
  • Simplify the financial planning process for you and your clients
  • Incorporate all assets into one comprehensive, holistic plan
  • Set your clients' minds at ease during volatile markets
  • Improve your closing ratio
  • Bring on more assets

BONUS! Attend this LIVE seminar, and you'll receive exclusive printable handouts that you can start using with your clients right away.



Glen Pier, CFF®, BPC
Infinity Wealth Management


Lisa Chenet, CFF®, BPC
Vice President, Operations
CLP Financial Group Inc.


Kalem Mackey, CFP®, BPC
EVP of Advanced Planning
C2P Enterprises