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Description
This is purposely not traditional sales training. There will be instruction, but there will also be a lot of practice, role-playing, coaching and probably a little discomfort — because that is how we all get better!
Our philosophy is pretty simple: technical expertise earns credibility, but communication earns commitment. As AI makes technical knowledge increasingly accessible, I believe the advisors who separate themselves will be those who can connect with people, understand what really matters to them, inspire confidence and earn their trust.
Date & Time
Nov 13, 2026 8:00 AM - Nov 14, 2026 5:00 PM