Firm Growth Series
The Confident Advisor Virtual Retreat
VIP Upgrade Opportunity
Reserve your spot with Loren for a Deep Dive into your business.
Limited to only 3 spots. During this exclusive private coaching session we roll up our sleeves to fine-tune your advisory strategy.
Pre-work to Prepare for the Retreat
1. Your Business Success Assessment
Clarify your purpose and direction. The Confident Advisor Virtual Retreat will help to structure and implement effective advisory services.
Recognize your starting point prior to the retreat. Then pinpoint the strategic moves to lead with advisory.
2. PREPARE TO ELEVATE YOUR ADVISORY SKILLS
Ever feel like you’re giving advice for free by answering client questions? By the time the meeting ends, they thank you for the valuable insights.
That’s where the Confident Advisor Retreat Pre-Work comes in.
With a few guided exercises and reflection prompts, you’ll spot opportunities to grow and show up ready to practice advisory techniques in real client scenarios. Use it to make the retreat hands-on, practical, and immediately useful.
3. TURN CLIENT QUESTIONS INTO REVENUE
Ever wonder which clients are ready for advisory services? This pre-work helps you identify opportunities to add value beyond compliance work.
You’ll gain insights into client challenges and spot patterns that reveal where advisory services could have the greatest impact.
At the same time, you’ll uncover your own hesitations and mindset shifts, so you arrive at the retreat ready to practice conversations, pricing, and packaging using real client examples.
Recordings of each session will be posted here
The Confident Advisor Virtual Retreat
Hosted by Loren Fogelman
Mark your calendar: Mon., Nov 3 and Tues., Nov 4
Time: 1pm to 4pm ET / 10am to 1pm PT
BONUS Group Q&A Session: Monday, Nov 10 at 1pm to 2pm ET / 10am to 11am PT
Meeting ID: 856 0525 7860
Passcode: 997219
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