Date: July 27, 2021
Time: 9:30 a.m. – 10:30 a.m. (Arizona)
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Outline:
Caleb’s Story
Scaling 101
3 Scaling Pillars:
*How Technology Enhances Your Processes
*Create/Strengthen Your Proprietary Process
*Laveraged Impact: One-to-Many
Meet the Expert: Caleb Guilliams
After taking over the entire investment department of a bank at the age of 19, Caleb saw firsthand how 98% of Americans were financially failing despite professional financial advising. After three years of traveling the country being mentored by the most successful financial minds, Caleb discovered a better way to build wealth. Leaving his prestigious position at the bank, Caleb founded the company BetterWealth, authored the best-selling book “The AND Asset”, hosts the BetterWealth Podcast, and speaks to thousands around the world. One of the youngest leaders in the industry, Caleb is quickly becoming The New Face of Finance. Join Caleb as he discusses the true definition of scaling in a virtual world; how you can use technology to enhance your proprietary processes so you can create leveraged impact. Whether you are brand-new or have been experienced with technology and the virtual world, these three pillars are the foundation to scaling your practice year after year.
3 Scaling Pillars: Technology – Sales – Stages
ZOOM WEBINAR LINK