Think Tank: Sharpening Your Craft

Great financial professionals don’t just serve clients—they continuously refine how they do it. Whether you’re a coach, counselor, or planner, this Think Tank is your space to dive into the heart of your practice and explore ways to elevate it.

We’ll tackle everything from improving your planning or coaching process to more effectively onboarding clients, communicating with more impact, and motivating lasting financial behavior change. We’ll also discuss how to stay sharp with continued education, emerging trends, and new technologies.

This Think Tank is all about thoughtful reflection, practical solutions, and meaningful conversations with peers who care about doing great work—and doing it even better.

Limited to 6 Power Pass holders. Sign-up required.