Engaging THE AFFLUENT Clients/Donors YOU WANT
20th ANNIVERSARY CONFERENCE & CELEBRATION DINNER
May 3 & 4, 2023
We are excited to announce that we will be IN-PERSON and VIRTUAL this year!
REGISTRATION is open!
New Attendees who register for Alignment Milestones Training Program on May 1st - 2nd are invited to attend our 2-Day Conference on May 3rd - 4th for FREE!
You will learn about 4 critical changes that are affecting your business and you may not even realize it YET.
We have brought together some of the top “Do-Leaders” from all planning disciplines to share not only what is changing but what to do to stay ahead of the curve. This is our 20th Anniversary Conference, and it has been attended by top professionals from all planning disciplines to build and maintain their successful careers and loyal client base. A lot has changed in the HNW/UHNW space since COVID. Don’t wait to find out about these changes the hard way. General Patton’s once said: “Lead me, follow me, or get out of the way.”
Are you going to be an industry leader during these changing times? Or will you be part of the crowd that is following behind?
Want more information on Wealth 3.0? Check out Rod’s podcast with Jim Grubman: “Wealth 3.0: Tipping Point? Embracing the New Era of Rigor and Positivity in Our Work as a Field”. Rod talks with Jim about the ongoing migration to Wealth 3.0 and enhanced research.
*The new Paradigm by Jim Grubman, Dennis Jaffe, and Kristin Keffeler
