Training sessions are available for any financial services firm seeking to help their varying levels of Financial Advisors and Managers to grow their practice and increase their productivity.

Keynote speeches are a great way to introduce Dave to your company and to discover the wealth of wisdom and experience he possesses. Pulling from the depth and breadth of his career in financial services, Dave's ability to connect with Financial Advisors and Managers is unique and invaluable. The clear and powerful insights and advice presented by Dave are a tremendous benefit to all those who attend.

In-depth training is provided through a series of sessions that address five different groups:

Aspirers—(new Advisors with a length of service of 0-2 years)-Provides a clear vision from the beginning of their career on how to build the foundation for successful financial services practice.

Survivors—(length of service is 3-5 years)-How to continue to grow their practice while balancing marketing with the increasing demands of their growing client base. They learn how to leverage existing clients to get more assets and new clients.

Desirers—(length of service of 6+ years and under $1 million in business)-Provides practice management processes and tactics to break through barriers in order to reach $1 million in business

Thrivers—($1 million or more in business)-Provides tactics and processes necessary to move beyond a successful practice to "superstar" status

Managers—Provides training on how to develop a highly productive culture and office environment through world class coaching

Each session will provide dynamic, practical and proven methods for increasing business, growing a practice and enhancing productivity.

These sessions can be scheduled consecutively for all five groups or a unique schedule can be established, based upon a client's particular requirements.