Business Builder Summit
Wed, Mar 25
|Virtual Event
Join us for the Business Builder Summit, a half-day virtual session designed for financial advisors and business builders who want to strengthen the structure behind their practice. This fast-paced event explores practical strategies for developing a consistent flow of new ideal clients, refining yo
Time & Location
Mar 25, 2026, 9:30 AM – 2:30 PM EDT
Virtual Event
About the Event
The Business Builder Summit
March 25 | 9:30 - 2:30 ET (8:30 - 1:30 CT)
Plans That Work - Scale Your Business Growth
Especially for Independent Financial Advisors and Tax Accountants & Entrepreneurial Team Leaders
The Business Builder Summit is a new continuing education and professional development program of special interest to independent financial advisors and tax accountants, as well as up-and-coming entrepreneurial team leaders who are striving to build a high-growth financial services practice but may be struggling to scale it cost effectively.