On November 7th & 8th, you’ll have the chance to bulletproof yourself, your clients, and your business.
The Above The Line Conference is the only industry event of its kind, dedicated to helping advisors have powerful conversations with clients about their Vision for the future, the Values that guide their decisions, and the Goals that will actually move them to their future.
Our speakers on why Above the Line is the right conference for you:
The Above the Line Conference will help you evolve your business in a day-and-a-half, with new content, ideas, and actions you can take to dramatically change the quality of the relationships you have with your clients, and future clients.
No fluff – real-world, useful things you can do to make a bigger difference than ever (and a speaker line-up to help you do it).
What does the meeting plan look like?
Here it is…
Tuesday, November 7th, 2017
7:00AM – 7:45AM Registration & Continental Breakfast
8:00AM – 8:30AM Welcome & Opening – Chris Venn
8:30AM – 9:30AM The Six Tenets of a Bulletproof Practice – Tim Keck
10:00AM – 11:00AM Bulletproofing Your Seat at the Wealth Holder’s Table – Todd Fithian
11:15AM – 12:00PM Advisor Panel
12:00PM – 1:00PM Lunch
1:00PM – 2:30PM Gifts from Neuroscience: Building Robust Resilient Client Relationships – Ted Klontz
2:45PM – 4:30PM Advisor From for Collaboration
4:30PM – 4:45PM Day 1 Closing – Chris Venn
4:45PM – 5:45PM Cocktail Hour
Wednesday, November 8th, 2017
8:00AM – 8:45AM Continental Breakfast
8:45AM – 9:00AM Welcome, Recap of Day 1 and Intro to Day 2 – Chris Venn
9:00AM – 10:00AM The Bulletproof Business Transition – George Hartman
10:15AM – 11:45AM The Design of the Bullet Proof Family – Courtney Pullen
11:45AM – 12:15PM Bulletproof Action Plan
The Langham Hotel, 330 N Wabash Ave., Chicago, Illinois 60611 USA
November 7th and 8th, 2017