CEO Advisor Institute
Refine and enhance your practice and team to grow and succeed in today’s complex environment.
Most people are motivated by a need for security, a sense of belonging and personal recognition, all of which are in our industry’s motivational sweet spot. But top advisors are different. They are already near the apex of Abraham Maslow’s “Hierarchy of Needs” and have little need for another recognition trip, a nicer car or a slightly bigger house. Instead, they are looking for meaning and self-actualization, which often involves finding answers to two important questions: “Who am I capable of becoming?” and “What will be my legacy?” This program will help guide financial advisors on this important final journey.