That’s why Shawn and Triad Partners have developed the 24-hour Advisor Intensive™, a transformative experience designed to launch advisors and their teams on a path to sustainable growth. This immersive team experience event unites your team around a shared mission, providing the fundamentals necessary to build a bright future together.
Implement a sales process that ensures your advisors provide the highest quality service to clients, while promoting a confident and repeatable process for others to follow.
Establish a rock-solid infrastructure, complete with efficient processes, clear communication, and robust accountability measures.
If you’re interested in experiencing a custom Advisor Intensive™ tailored to your team’s needs, please express your interest here. Transform your business and unleash its full potential with high-performance coaching – exclusively for elite advisors.