Professional Development Program


What separates the top 1% Advisors from their peers?

Develop a personalized plan with the
CEO Advisor Institute App

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Download the CEO Advisor Institute App

Meet Our Team

A dedicated staff of industry leading professionals with one goal: to take you and your practice to the next level of performance.

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Paul Blease

Director of CEO Advisor Institute

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Paul Brunswick

Senior Business Consultant

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Kathryn Gallo

VP, CEO Advisor Business Consultant

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Jay Therrien

Director of Business Consulting

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John Thorpe

VP, CEO Advisor Business Consultant

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Tim Wilkinson

VP, CEO Advisor Business Consultant


February 4, 2019

Barron’s Top Advisory Teams Summit

Las Vegas, NV
February 26, 2019

2019 Forbes/SHOOK Top Advisors Summit

Las Vegas, NV
April 4, 2019

Barron’s Columbus Regional Summit

Columbus, OH
April 9, 2019

Barron’s Nashville Regional Summit

Nashville, TN
April 18, 2019

Barron’s Milwaukee Regional Summit

Milwaukee, WI
April 23, 2019

Barron’s Los Angeles Regional Summit

Los Angeles, CA
May 8, 2019

Barron’s Washington D.C. Regional Summit

Washington, D.C.

This is the only piece of the day that our Financial Advisors can take something away from and implement immediately.

Complex Director at a National Wire House Firm Conference

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