Dale,
Your details for your exclusive 1 on 1
visit @ AE.
But first, a quick video about your upcoming visit.


Tuesday, May 5, 2020
Wednesday, May 6, 2020
Thursday, May 7, 2020
your agenda
may 5th
11:00am | Join Zoom Webinar |
11:00am – 11:10 am | Welcome & Meeting Your Advisors Excel Team |
11:15am- 12:00pm | Strategy Session |
· Decommoditize: How to differentiate yourself | |
· Process |
your agenda
may 6th
11:00am | Join Zoom Webinar |
11:00am – 12:00pm | Strategy Session |
· Calendar Structure & Integrity |
your agenda
may 7th
11:00am | Join Zoom Webinar |
11:00am – 11:45am | Scale |
· Best in Class Marketing to fill Calendar | |
11:45am – 12:00pm | Closing Thoughts & Next Steps |
1st step
the zoom call details

Join the Zoom Webinar
Date: May 5, 6, & 7th, 2020
Time: 11:00 am - 12:00 pm CST

What drink would you like?
Fill out this short form, it's the least we could do:
who's on the call?
your AE team
