8:30 to 9:30 a.m.
Five Steps to Building a Super-Profitable Asset Management Business: Overview
Quit fighting the market forces and start building your fee-based income. Learn about the structural changes that are affecting the industry and your business. This session sets the pace for the day as you learn the essential steps needed to build an asset management business worth millions.

9:30-9:45
Break

9:45-11:00
Clarify Your Compelling Vision of Success
What does the ideal asset management business look like, anyway? In this highly interactive session, you'll take the most important step in building a super-profitable business. Create a profile of your ideal client and your ideal business to set the stage for business growth.

11:00-11:15
Break

11:15-12:15 p.m.
Convert Traditional Accounts to Fee Business
Discover how to convert traditional accounts to fee-based business. Learn a 10-step conversion process that makes it easy to convert your own accounts and to discover new money that can be managed by you.

12:15-1:15
Lunch

1:15-2:15
Discover Hidden Wealth in Your Community
Most of the real wealth in America is hidden. But each community has pockets of hidden wealth. These niches can't be penetrated with seminars, cold calling or mass mail. Learn the secrets of relationship-based niche marketing. Discover how to identify and attract lucrative but elusive prospects. Learn how to penetrate the highest pay-off niches in your community.

2:15-2:30
Break

2:30-3:30
Optimize Your Business Structure
Find out why most financial service businesses are dysfunctional and how to avoid that trap. Learn how the industry is changing so that you can stay ahead of the curve. Identify the primary functions and activities of your business and your ideal role within it. Learn how to use a three-step process for finding and hiring an all-star team that complements and supports you.

3:30-4:45
Identify and Prioritize Your 90-Day Goals
In this highly interactive session, you'll identify the most compelling steps you can take to build a super-profitable asset management business now. Walk away with a 90-day action plan that makes it easy for you to keep on track in building your business.

4:45-5:00
Wrap-Up