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Practice Management Series: Building The Business (Spring Session)

Build the practice you’ve always imagined. From branding and marketing to client experience and financial planning in practice, this comprehensive program gives early-career advisors a proven framework for sustainable growth. Ideal for advisors 10 years or less in the business. Includes two private coaching sessions to personalize your strategy.

Price:

$985.00

Program Dates/Time

  • April 14, April, 21, April 28, May 5, May 12  (10:00 - 11:30am ET)
  • Bonus: Includes 2 private coaching sessions (dates TBD)

Program Details

  • $985 per person

Limited to 30 participants.

Questions?

Please email study@amiablelife.com.

What Our Students Say:

"John - I wanted to reach out to thank you personally for your help with the exam. Our tutoring session, the Boston Live Review and all of your calls were so through and your examples kept popping into my head as I was testing! I had a lot going on personally and changes at work, and some how managed to pull it off with a pass. I can only attribute it to the care and support of you and the Danko team."

D.M.

"Very grateful to say that I passed! Thank you to the Brett Danko team for all the help, and thank you to you all for the support as well. I was a second time test taker, and it truly takes a village to get through this thing. I highly recommend doing a series of tutoring sessions with Amy Leis. She really got my mindset right after I wasn't successful in my first attempt, and gave me so many useful pointers that truly made a difference in my approach going into this exam."

G.B.

"I cannot thank you all enough for the amazing program you have built out. Any student who gives it their all is in the best position to pass possible. This certification is going to change my life and I would not be here without you all. Thank you, truly."

A.F.

Ready to PASS the CFP® Exam?