Average to Awesome: Keys to Building Scalable Practices | Brian Mennis

The turbulent 2020’s are almost behind us, from a business planning point of view. Building relationships that will amplify results, simply requires a new approach, according to Brian Mennis, author Average to Awesome of Harbourfront Wealth Management  who is leading a session on Building Scaleable Practices at the Acuity Conference for Distinguished Advisors (DAC) on November 11. Mentorship of both new advisors and new clients is a challenge; he says, because what people want is just different. The question is: do you have what it takes to thrive and build your business under such an environment?  If not, what’s the cure?

Revisit how you think about building a strong, competent and effective team to attract new clients and referrals as we look to 2030 and beyond. Find out how making new connections and understanding choices in amplifying business success takes a whole new value proposition: supercharged competencies and cutting edge practices to serve the needs of tomorrow’s ideal clients: the 45-75 year olds who need your help.

Are You Joining Us in Montreal?

Register by September 30 early-bird deadline and check out the detailed agenda online – Ask about group rates, how to buy a table and access to VIP Affinity Program rates.  You’re going to be in for an incredible networking experience, and a 15 session, impactful Education Conference tailored for tax specialists and wealth advisors.  Most important, 20 thought leaders will inspire you to re-engage with your prospective clients who sadly, may not be seeking your advice soon enough.

CHECK OUT THE AGENDA, AND OUR ILLUSTRIOUS SPEAKERS AND SPONSORS

Harbourfront Wealth Management

Harbourfront Wealth Management is a rapidly growing wealth advisory dealer in Canada. This independent wealth management and planning advisory firm, headquartered in Vancouver, B.C., has a rapidly growing network with nearly 300 employees in over 30 branches across Canada. Our trusted advisors have been carefully selected based on high standards of excellence and integrity. We power purpose-driven independent advisors to help Canadians achieve financial independence.

Our mission is to demonstrate value and enrich Canadians’ trust in the essential relationship between advisor and investor.