Grow Your Business 
It’s a simple phrase. There’s nothing clever or catchy about it. But it’s what you want to do, isn’t it?
Whenever we hold a client survey, we ask the question, “What do you want to accomplish?” The answer is almost always the same: “I want to grow my business.” At this year’s Users’ Conference, we are going to show you how to do exactly that.
I’m extremely excited about our lineup this year, because we’re covering more aspects of “growing your business” than ever before. Most importantly, this Users’ Conference is a chance for you to network with other successful advisors, find out what’s working today, and get your questions answered.
New ways to improve your selling skills and closing ratio by making a few simple (but powerful) adjustments.
The Day to Day of $1.3 billion financial advisory practice and how he and his team manage day-to-day with 800 households.
Learn strategies for growth that don’t involve prospecting from someone who hasn't done it since 1991.
This dynamic duo attended Users’ 2016 and then pulled off a 14-month double. Now, they’ll show you how to do the same !
Michael will show you and your staff how to better manage their time, ask for appointments, promote referrals, and more!
The president of DALBAR and a renowned expert on the financial services industry. He will show you how to educate your clients and prospects on the benefits of active management.
An inside look at his prospecting your way $1.3 billion in AUM, and opening 100 new client households in 12 months
We are releasing a huge volume of new content in honor of our 40th anniversary, including five new campaigns and four new strategies.
A comprehensive strategy to capture "money in motion" in your community. This strategy enabled Rhonda to bring in approximately $40 million in new assets last year.
Learn how Jack consistently closes a prospect in a single meeting and a few phone calls.
Building on his Seminar System, Chad will show you how to close a seminar at a 50% close rate.
Carl Gay
Stephen Duquette
To access any of the white papers, downloads, and updates.