Don’t just work harder.
Work Smarter.
Are you a financial advisor in growth mode who’s putting yourself last — adding more marketing, more hours, more clients, more workload, but ultimately not growing your bottom line? Or not growing it as fast as you’d like?
Aug. 7-9, 2024
Topeka, Kansas
Scale Your Business |
Master Execution |
Put Profit First
Your Guides
on the Path2Profit
Tony Drake, CFP®
Founder & CEO
Drake & Associates | Milwaukee, WI
AE Hall of Fame
Tony Drake, CFP®
Founder & CEO
Drake & Associates | Milwaukee, WI
AE Hall of Fame
Since founding his firm in 2002, Tony has implemented strategies that have helped him unlock explosive growth while maintaining a life he loves. Over the past 10 years, he’s scaled his business and quadrupled his production — to more than $150 million in 2023. Tony will walk you through his mindset and the steps he’s taken to go from a single producer to a high-performing team.
Mike Reese, CFP®, CLU, CHFC, CTC
Founder & CEO
Centennial Advisors | Austin, TX
AE Hall of Fame
Mike Reese, CFP®, CLU, CHFC, CTC
Founder & CEO
Centennial Advisors | Austin, Texas
AE Hall of Fame
Mike is the master of the sales process, and his Planning R.I.G.H.T. for Retirement step-by-step strategy has not only simplified the planning process for his clients but been the inspiration for advisors throughout the AE network. He’ll give you the ultimate behind the scenes look at what works and what doesn’t — and how he implemented the concepts in Mike Michalowicz’s book “Profit First.” You’ll also have a chance to dig into Mike’s profit & loss and balance sheets to see some of his key drivers of success.
Mike Michalowicz
Author
Author of “Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine”
Mike Michalowicz
Author of “Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine”
Have you ever approached tax time in April and waited with bated breath to learn whether you made a decent profit? Mike turns around the habits that many entrepreneurs find themselves trapped in and will help you set up a system to focus first on what’s most important: you. Your family, your lifestyle, your legacy, your employees and your community. You’ll learn not only how to pay yourself first but to look at the metrics that make that path possible.
Luxury with Midwest Charm
Aug. 7-9, 2024
You’ll stay in beautiful downtown Topeka in the boutique Cyrus Hotel, featuring high-end style and down-home comfort.
Winner of the 2023 Best Hotelier of the Year from the Kansas Restaurant and Hospitality Association.
Take the First Step
You’re not alone if you’re ready to keep growing but are unsure of your next best step.
Your Path2Profit starts here.
Register – Path2Profit
Aug. 7-9, 2024 | Topeka, Kansas
Path2Profit is designed to provide general information only on the topics covered. Portions of this training are designed for those producers who are licensed to both solicit and negotiate the sale of insurance and provide investment advice. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of all applicable compliance requirements. Results from the use of the concepts and strategies shared at Path2Profit are no guarantee of your future success.
3470035 For financial professional use only.
Content produced by Advisors Excel, LLC, 2950 SW McClure Rd., Topeka, KS 66614