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We will be in contact with you for complete registration details.
Where the need to acquire new clients and assets through innovative marketing is a priority.
The Advisor Practice Audit - a 360-degree look at your practice to identify the opportunity gaps.
Where guidance relating to a future transition in your practice is needed, whether through a new acquisition, a merger, or the sale of your business.
Entrepreneurial minded financial professionals who are committed to refining their business. This event will be a unique experience - an opportunity to gain insights and actionable ideas to implement in your practice.
But this event isn't for everyone. It is only open to 25 high-achieving advisors from around the country. Those in attendance will be treated to a first-class experience as we dive deep into the three business phases that successful advisors find themselves within:
ACQUISITION - Where the need to acquire new clients and assets through innovative marketing is a priority.
EXPANSION - Where the need to scale and/or create efficiencies through systems and processes is critical.
SUCCESSION - Where guidance relating to a future transition that may take place in your practice is needed, whether that transition is through a new acquisition, a merger, or the sale of your business.
Advisor Advancement is an advisor-focused initiative with the primary goal of helping financial professionals to become better business builders. Formed by USA Financial in 2016, this initiative seeks to help entrepreneurial-minded advisors by encouraging them to think beyond the financial products and services that have become commoditized in today's financial industry. Through its podcast network, e-learning platforms, and live sessions, the Advisor Advancement initiative provides resources to aid today's financial professional in the areas of marketing, process and system creation, business refinement, experience development, as well as value creation and legacy building.
USA Financial is the parent company to seven different affiliated companies that each serve a unique purpose in the financial services industry:
The one-day Advisor Advancement Mastermind Panel event will provide attendees with a chance to explore, discuss, and get answers to some of the biggest challenges facing their individual businesses, regardless of whether they find themselves in the Acquisition, Expansion, or Succession phase. Each of these phases will be dissected in an easy-to-consume manner with instant takeaways and actionable steps that can be implemented effortlessly within your practice. Some of the tools you will be provided with at this session include:
We are firm believers that transparency always wins. We also know that, in general, the more one gives the more they will receive. As a result, we know that many of you will have an interest in learning more about how USA Financial could potentially benefit the future growth, scaling, and/or transitioning of your business. We would welcome that opportunity. Our expectations are simple - if you find the event to be valuable and feel that a relationship with USA Financial in some capacity is something worthy of exploring, let's do it. We are a recent 5-time Inc. 5000 company and have been running our hub-and-spoke synergistic business model since 1998; long enough to know that there needs to be a parallel alignment on both sides. Maybe we're a great fit. Maybe not. There's no harm in exploring the notion.
We have waived any registration fee to attend this event, which is why only high-achieving advisors may attend. We recognize that your time and our time is extremely valuable. Our promise is to make every effort to have you walk away from this event thinking "Wow. That was unbelievable."
You are responsible for arranging and paying for your own airline reservations, but you will be handed a check to cover your costs for a standard flight up to $500 at the conclusion of the event. If you need assistance making reservations, we're happy to assist.
Upon confirming your reservation, USA Financial will book and pay for your lodging expenses. We will work closely with you during the registration process to ensure any specific accommodation requests are handled.
Qualifying advisors are reviewed on a case-by-case basis. Since seating is extremely limited, it is imperative that advisors in attendance are the right fit for this session. Attendees will be successful professionals who have a proven track record of excellence, yet understand that there are always small refinements that can be made to greatly improve their business (because small hinges can swing big doors). You will work closely with one of our Business Development professionals to discuss the details of the event and to finalize registration details.
There's only one catch. We ask that you attend this event with an open mind and take a day to tune out the noise of your everyday business life. Explore new concepts. Participate in the discussion. And if you feel as though USA Financial is worth taking a closer look at for the future growth, scaling, or transition of your business, we'll find a way to continue the discussion. That's about as transparent as we can be.
Escape the ordinary.
With a distinctive blend of modern convenience and boutique sophistication, Hotel Republic San Diego, Autograph Collection has everything you need for an unforgettable coastal California getaway. With a convenient location, you can embrace excitement just steps from our hotel. Dance the night away among Victorian architecture at Gaslamp Quarter, a premier entertainment district, and explore the vibrant restaurant scene in Little Italy just blocks away.
Chief Practice Management Officer
Chief Business Development Officer
Chief Marketing Officer
To express interest in attending this event, complete the Registration Interest form. One of our Business Development professionals will be in contact with you to learn more about your business and discuss the steps to finalize your registration. Alternatively, you can call us at 888.444.0125 ext. 1 and indicate your interest in attending the upcoming Advisor Advancement Mastermind Panel.
"The most honest group I've ever dealt with and no BS."
"Honesty and Integrity is very important to me. Although we may not always agree on everything, as long as I trust someone, I'm all in!"
"You guys rock! Constant forward thinking, clear objectives, and incredible support!"
“The USAF team is truly an ally to help us succeed in all facets of our practice. They are more than business colleagues. They're also friends and care about more than just business side of the advisor.”
“Great group of people who are bent on seeing you succeed. Great feedback and follow-up with the advisors to give whatever support that is needed!”
“You guys take good care of us! It's tough sometimes to be in the "trenches" and have to deal with all of the stress that goes along with it. Nice to know you guys have our back when we need it most.”