"Differentiate or Suffer the Consequences" Joint Meeting with CPAs

Date: Tuesday, May 22, 2018
Time: 11:30am - 1:00pm
Location: El Paso Club
Speaker: Russ Jones , Executive Director Sagemark Private Wealth Services

How does one 'Stand out' in an over-crowded, highly commoditized Advisory World?  We'll take it step-by step from

"Hello" to "You're like nothing I never experienced before - you're hired'.  We'll start with a common understanding

of the competing terrain.  We'll quickly address the top 4 Strategic approaches to differentiation, and then move into the specific (Tactical) 'how to's' with specific case examples and Roll-plays.


You'll leave with immediately actionable ideas and tools that are applicable regardless of the advisory space you are in

(CPA, Attorney, Planners, Broker).  The Guarantee?  Our speakers passion will encourage, inspire and empower you in ways hard to capture without actually experiencing the event first hand.

Related Document(s):

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