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


Wednesday April 8, 2020
Thursday April 9, 2020
your agenda
april 8th
3:00pm | Join Zoom Webinar |
3:00pm-3:20pm | Welcome & Meeting Your Advisors Excel Team |
3:30pm -4:30pm | Strategy Session |
· Decommoditize: How to differentiate yourself | |
· Process | |
your agenda
april 9th
3:00pm | Join Zoom Webinar |
3:00pm- 3:30pm | Systematize |
· Calendar Structure & Integrity | |
3:30pm- 4:30pm | Scale |
· Best in Class Marketing to fill Calendar |
1st step
the zoom call details

Join the Zoom Webinar
Date: April 8, 2020
Time: 3:00 pm - 5:00 pm EST
Call in Phone Number: 888 475 4499
Meeting ID: 885 958 674
(all times below are in EST)
Join the Zoom Webinar
Date: April 9, 2020
Time: 3:00 pm - 5:00 pm EST
Call in Phone Number: 888 475 4499
Meeting ID: 469 385 319
(all times below are in EST)

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
