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Financial Advisor


Professional Development Program


Transform Your Practice
to communicate more effectively with clients and prospects.
numbers and data into engaging stories.
the best practices of the top advisors and teams in the industry.

What separates the top 1% Advisors from their peers?

Learn how to refine and enhance your practice and team to grow and succeed in today’s complex environment.
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Compelling Conversations

Architect your recurring conversations so clients and prospects not only understand your business model and recommendations, but also take the appropriate actions.

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How to Build a Professional Practice

Overcome today’s complex environment by transforming your business into a comprehensive, proactive and personalized wealth management practice.

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Building a Life 'On Purpose'

Most advisors at the pinnacle of their career are no longer motivated by incentives. Instead, they are looking for meaning and self-actualization on that final stage of their journey.

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Compelling Wealth Management Conversations

Use the power of analogy, metaphor and stories to keep clients "buckled in" during times of uncertainty.”

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Constructing and Managing a Synergistic Team

Create a team of highly specialized personnel unified around a common vision to win the battle for your clients, and yourselves.

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

Our team is excited to partner with financial advisors across the country. Here are some highlights.
May 24, 2017

Barron’s Scottsdale Regional Summit

Scottsdale, AZ
June 15, 2017

Wells Fargo Financial Network Connect Conference

Short Hills, NJ
June 27, 2017

Barron’s Houston Regional Summit

Houston, TX
July 31, 2017

LPL Focus Conference

Boston, MA
September 13, 2017

Barron’s Top Advisors Event

Palm Beach, FL
September 26, 2017

Barron’s Atlanta Regional Summit

Atlanta, GA

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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