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December Member Meeting – How to Build and Manage an Elite Team

December 10 @ 10:00 am - 11:00 pm

Elite Teams lead the field in client acquisition and client retention for a reason – they consistently engage in high-impact activities that most teams either will not or cannot do. Through ten years of research on Elite Teams, The Oechsli Institute has uncovered these specific high impact activities and we look forward to sharing them with you.

We know, for example, that Elite Teams have service models that stimulate affluent buzz, marketing plans built around relationship management, and systems and procedures that treat their businesses like businesses. Only17% of teams are operating as Elite. Why not learn from today’s best?


Join us for a special presentation to hear firsthand tips and techniques to build your elite team. During this exclusive seminar you will learn
the five components of the Elite Teams model:
1. Team Leadership
2. Business Development Process
3. Client Loyalty Process
4. Practice Management Process
5. Wealth Management Process

Please click here to register.

Many thanks Sean O’Brien with First Eagle Funds for sharing this important information with us.


December 10
10:00 am - 11:00 pm


Zoom Meeting