Serving a Complex & Overlooked Population
Guard and Reserve clients face unique financial realities that don’t always fit traditional planning models. Whether you already serve this population or want to deepen your expertise, this Think Tank is your space to explore the nuances.
We’ll tackle everything from income variability and civilian-military benefit coordination to retirement structures and deployment-related planning. We’ll also discuss how to position yourself as a trusted expert for this often-overlooked group.
This session is about deepening specialization, sharing insights, and elevating how we serve those navigating both civilian and military worlds.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
Building a Pipeline Without Feeling Salesy
Whether you’re a financial coach, counselor, or planner, attracting and keeping paying clients is what allows you to do meaningful work at scale. But how do you grow without feeling pushy, performative, or out of alignment?
In this Think Tank, we’ll explore sustainable strategies for building visibility, strengthening referrals, clarifying your niche, and communicating your value in a way that feels authentic. We’ll talk about what’s working, what’s not, and how to create consistent client growth without the stress.
This is a space for honest conversation, shared insights, and practical ideas that help you build both income and impact.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
Artificial intelligence is moving fast, and financial professionals are feeling both the opportunity and the pressure. Whether you’re a coach, counselor, or planner, this Think Tank is your space to explore how AI can realistically support your work, not replace it.
We’ll put our collective brains to work on everything from workflow automation and client communication to content creation, research, and time-saving systems. We’ll also talk through ethical considerations, compliance questions, and how to use AI to strengthen trust rather than weaken it.
This session is all about practical application, shared experiments, and thoughtful conversation with peers who want to use technology wisely and strategically.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
Artificial intelligence is moving fast, and financial professionals are feeling both the opportunity and the pressure. Whether you’re a coach, counselor, or planner, this Think Tank is your space to explore how AI can realistically support your work, not replace it.
We’ll put our collective brains to work on everything from workflow automation and client communication to content creation, research, and time-saving systems. We’ll also talk through ethical considerations, compliance questions, and how to use AI to strengthen trust rather than weaken it.
This session is all about practical application, shared experiments, and thoughtful conversation with peers who want to use technology wisely and strategically.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
