ABOUT SUMMIT
This Summit looks to accomplish 3 things for growth minded Financial Advisors like you:
​Learn real applicable strategies to grow your business.
​Discover new systems to help scale your practice.
Network and connect with other growth minded advisors
WATCH LAST YEAR'S HIGHLIGHTS
SUMMIT AGENDA
10
NOV 2024
2:00-5:00PM
Arrive and check-in at AC Hotel
315 S Main Street, Greenville, SC 29601
(864) 720-2950
6:00-8:00PM
BBQ Dinner at Parallel Financial Main Office
511 Rhett Street Suite 2, Greenville, SC 29601
11
NOV 2024
8:00-10:00PM
Drinks at Paloma Bar
Located under the AC Hotel
7:00-8:30AM
Breakfast
Served at the AC Hotel
9:00-10:00AM
Email Marketing Essentials - Charlie Van Derven
Discover the power of email marketing by building and nurturing email lists and how to transform them into scheduled appointments through establishing trust and credibility.
10:00-11:00AM
Prospecting Financial Planning - Carmine Corino
A sales process that will drive your prospecting efforts through financial planning and also reward you for your time and effort.
11:00AM-12:00PM
Client Segmentation & Pricing - Matt Sonnen
Segmenting your book of clients correctly can lead to business growth. Learn the methods that Matt has used to ensure your time as an advisor is spent effectively
12:00-1:00PM
Lunch
1:00-4:00PM
Client Advocacy - Paul Fullerton
Learn the strategic steps to turn your clients into advocates who regularly refer your ideal prospects to you.
12
NOV 2024
4:00-6:00PM
Networking Happy Hour
6:00-8:00PM
Dinner
Passerelle Bistro - 601 S Main St, Greenville, SC 29601
7:00-8:30AM
Breakfast
Served at the AC Hotel
9:00AM-12:00PM
Advisor Track: COI Referrals - Paul Fullerton
Learn to craft a strategy that will enhance your credibility and strengthen your networks so your COI’s are motivated to refer their clients to you consistently.
Support Track: Processes Critical for Growth - Matt Sonnen, Jon Tarno, & Victoria Latham
Learn how to implement a standardized process into your operations to drive growth and provide a framework for your team to excel. Scaling your practice only comes through systems that consistently work.
