Business Builder Summit: Peak Your Performance

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. We'll challenge you to think with a growth mindset over 5 refreshing hours, as you earn valuable CE Credits, too!

Agenda at a Glance:

• Put Your Ideas Into Action with Strategic Business Planning with Evelyn Jacks and April Lynn-Levitt

• Communicate Your Value to Your Next Ideal Client with Lisa Mohammed and April Lynn-Levitt

• Power Up Your High Performing Team to Double Your Revenues with Charlene Wolthuizen

• The Numbers Tell the Story: The Success Secrets in Your Financials with Jenifer Bartman