Every year for the past 25+ years, we’ve held our annual Users Conference. This is where some of the best advisors in the industry gather to talk about what they’re doing, how they achieved success, and what’s working now. Over the years, we’ve had some real superstars deliver some truly classic presentations. Those presentations are now available for you to watch, listen to, or read…wherever you are, whenever you want!
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In Mark Eskin’s talk, “Efficiency and Scalability,” you will learn how this Billion Dollar Team deploys team meetings, voice recognition, brag wall, model day, hierarchical referral association report and other tools to build the infrastructure to support $1B AUM and climbing.
Mark's Handout
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Be sure to download Mark’s handout, so you can follow along during his presentation.
Mark's Slides
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Be sure to download Mark’s slides so you can follow along during his presentation.
In “Relationship Mapping,” Ed Blumenthal focuses on this extremely powerful tool. You will learn why the team spent a year focusing on identifying and mapping the people their clients knew that they wanted to know.
Ed's Handout
Download
Be sure to download Ed’s handout, so you can follow along during his presentation.
Ed's Slides
Download
Be sure to download Ed’s slides so you can follow along during his presentation.
