Head to the Big Easy to learn what it takes to build a wildly successful business and life that you love.
As you review our Retreat Agenda, you’ll find we have a lot to cover and you may also be wondering which Retreat Sessions are right for you. This year, we’re excited to offer tracks to meet you where you are.
For new members, the Essentials Track will empower you to breakdown limiting beliefs, shift your thinking to retrain your brain for greater success and give you the confidence and proven processes to work with the right clients, for the right fees to achieve a simpler, more satisfying success.
For alumni, the Expanded Track will help you achieve high performance happiness, live and lead with purpose and master the art of advice with by diving deeper into proven processes, exceptional experiences and candid conscious that deepen client relationships and the value you deliver.
Our Mindset Session for advisers provides an intensive time with peers to dig in and tackle whatever BS (belief systems and literal BS) is holding you back. Final registration for these personalized sessions will come closer to retreat.
In addition to the Essentials, staff and support roles can learn alongside their adviser in the Essentials Track and also attend our Team Track where in-the-trenches Team Coaches share real life experiences and facilitate discussions to help implement the limitless lessons and successfully support a limitless practice. We’ll focus on personal productivity, supporting client surges, setting up processes and more, plus include time for open Q&A.