Training Schedule
Strategy + Skill = Accelerated Growth
What Programs Are Coming Soon?
02/25/26
Live Webinar
Gen 2 Advisor Development Program
Time: 12:00 PM - 12:45 PM PST (Wednesday)
Location: Live webinar
02/27/26
Live Webinar
5 Keys to Developing a Gen 2 Advisor
Time: 7:30 AM - 8:30 AM PST (Friday)
Location: Live webinar
03/04/26
Live Webinar
5 Keys to Developing a Gen 2 Advisor
Time: 12:00 PM - 1:00 PM PST (Wednesday)
Location: Live webinar
03/06/26
Live Webinar
Gen 2 Advisor Development Program
Time: 12:00 PM - 12:45 PM PST (Wednesday)
Location: Live webinar
03/11/26
Live Webinar
CEPA Growth Groups
Time: 8:00 AM - 9:00 AM PST (Wednesday)
Location: Live webinar
03/20/26
Live Webinar
CEPA Growth Groups
Time: 12:00 PM - 1:00 PM PST (Friday)
Location: Live webinar
I had all the tools necessary except a tried-and-true sales strategy to help accelerate my growth. Jeffrey's insights and weekly guidance helped me add $6.5 Million in AUM in 9-months!
Brian M. Sullivan, MS
LPL Investment Advisor Representative
Dietz and Lynch Capital