Series Details
Have you ever wondered what it takes to better organize your business to be more efficient? We're pulling back the curtain to share secrets and give real insight into how you can improve processes specific to your needs to take your practice to the next level.
The Mind
Rami T.
DBA, AAMS®, AWMA®
Over the past 15 years, Rami T. went from modest production to otherworldly success. He is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard-earned assets and give them the independence and control needed for the future.
The Training
With your 12-month commitment, you'll get exclusive guidance through:
- In-person face-to-face training event
- Workstations, round table discussions and an implementation team to help you execute learning objectives over time
- Quarterly Zoom meetings with Q&A sessions
- One-on-one coaching opportunities
- Tangible takeaways to implement into your practice
The Requirements
This program is tailor-made for financial services professionals who have already experienced success but are committed to finding more. This year-long program is for those who:
- Operate or plan to set up an advisory or securities practice
- A minimum of $3 million in total assets gathered annually
- Invest at least $24,000 in marketing every year
- Use the technology and tools that Gradient Financial Group provides
Million Dollar Minds
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