I picked up one idea that will likely translate into $240,000 additional revenue annually for my firm doing work I love to do with people I love doing it with!
Johnne Syverson, West Des Moines, IA


September 25-26 | Wednesday-Thursday | Dallas, TX 2018-1 HDP Group – Session #7 HDP Year 3+

November 4-5 |Monday – Tuesday| Dallas, TX Better Listening, Better Questions, Better Relationships This training is for successful advisors who desire to build better and deeper relationships with their existing clients and take their practice to the next level.  From this training you will leave with practical tools you can use the next day, and it can pay for itself many times over with just one client.

More information HERE | Registration information HERE Location/Hotel: Cambria Hotel & Suites near Legacy Shops 7500 Parkwood Blvd Plano, TX. Room block rate: $109/night Call: 972.473.9010 please ask for Heritage room block Room block ends: October 4th

2019-1 HDP Group – Session #3 For location and room block information, please see above.


Feb 24-25 |Monday – Tuesday | Dallas, TX

  • Engagements NOW! – HDPs and Partners

  • 2019-1 HDP Group – Session #4

May 4-5 | Monday - Tuesday | Dallas, TX

  • Better Listening, Better Questions, Better Relationships – OPEN

  • 2020-1 HDP Group – Session #1

  • HDP Year 3+ Coaching Group (only certified HDPs in good standing)

May 6 | Wednesday | Dallas, TX – ANNUAL CONFERENCE

May 7-8 | Thursday - Friday | Dallas, TX

  • 2019-1 HDP Groups – Sessions #5

             See our recommended Reading List HERE