Skip to main content

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:

"Thank you so much to the whole team! I passed yesterday and like others could barely hold back tears of joy! Brett's material was spot on! I was so comfortable and calm taking the exam!"

K.C.

"Can't thank you enough for you and your team's guidance. First time around I used another company and this time around, I was told to go to no one else besides y'all. Really glad I did!! Thank you again!!"

T.U.

"PASSED! Thank you to everyone: Amy Leis for dealing with my anxiety, and Brett and John Choi for being such amazing teachers!"

U.K.

Ready to PASS the CFP® Exam?