WEBINARS

Actionable Ideas from Our Thought Leaders

Join our interactive workshops to transform your advisory practice

Thursday, 10/19 at 10am PT/1pm ET

How to Get Confident on Camera and Turn Engagement Into Growth

Your prospects are tired of generic AI content. They want to see you. Join Samantha Russell as she shares the exact process she uses to get comfortable on camera, grab attention in seconds, and turn one video into a month of marketing that brings prospects to you.

Broadcasted on Wednesday, 8/12 at 9am PT / 12pm ET

Your Playbook for Retaining the Next Gen

Join us for a practical look at how to turn the estate planning conversation into a relationship with the whole family. Walk away with tools to open the conversation with confidence and become the advisor the next generation already knows by name.

PAST WEBINAR ATTENDEE

“Widely opened up my eyes to Advisor marketing for which I have no clue on how to do.”

PAST WEBINAR ATTENDEE

“Every webinar I attend, I am learning something new.”

PAST WEBINAR ATTENDEE

“Susan and Samantha are always so helpful and humble. I love that they even ask attendees for what they see in their practice. They promote a community vibe.”

PAST WEBINAR ATTENDEE

“Sam and Susan are always great with the content that they provide in their webinars. It’s always informative and everyone should be able to take away at least one thing.”