Virtual Presentations

The combination of our experience working with closely with Wealth Management Firms, and our founder's passion for presenting content in a straightforward and inspiring format, has benefited and equipped Financial Advisors from coast to coast. The content and wisdom that informs our presentations comes directly out of our real-world work, helping our clients transform their firms, to enable them to reach their business dreams and desires.

The content includes an informative mix of illustrations, tangible tools and an easy-to-follow delivery format, that helps the attendees walk away with clarity, conviction and confidence, about whatever topic has been addressed.

Primary Presentation Topics
  1. Growing Your Firm in Any Season
  2. The Dynamic Intersection of Leadership & Strategy
  3. Creating a Renowned & Scalable Client Services Model
  4. Your Team & Culture Can be Your Greatest Assets
  5. The Rhythms of Team & Personal Productivity
  6. Note: We also offer custom presentations, if your organization is interested in a particular topic that you would like us to address.

For booking information, contact: Rose Kline

Small Sampling of Organizations Presented For

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The feedback from Blain's presentation at our annual Practice Management Conference was great. Blain takes a thoughtful and organized approach in getting financial professionals to realize, on both macro and micro levels, how they can increase performanceand stay on track in achieving their business objectives.”

Blain is a pleasure to work with and an excellent presenter. He is able to communicate holistic strategies and actionable insights into a digestible format. Attendees commented that his presentation helped them gain confidence that they are on the right track to grow their firm.

“We had the privilege to have Blain present to the Financial Advisors and Wealth Managers that we work with. Blain was engaging, articulate and extremely knowledgeable. The things he shared were valuable and insightful, he provided key takeaways to help all of us grow our businesses, in any season.”