A Workshop To Help Financial Advisors
Grow Their Practice
Greater Success
Better Processes
bigger impact
Have you reached your full potential?
If you are...
Burdened by inefficient processes,
Inconsistently landing big clients,
Know this...
You can break through your barriers to growth
You will leave this workshop with
agenda topics include
Creating a core philosophy and process
Creating a value proposition
Creating capacity for growth
Activity and client building
Creating a process to win business
Living a balanced life without sacrificing your financial potential
Creating more growth with less stress
Maximizing the enterprise value of your practice
YOUR WORKSHOP INSTRUCTORS
andy schwartz
Industry Recognition
- Barron’s Top 100 Independent Advisor
- Forbes Top 250 Wealth Advisor
- Financial Times Top 400 Financial Advisor
Scott schwartz
Industry Recognition
- Financial Times Top 400 Financial Advisor
- Forbes Best-in-State Wealth Advisor
- Has a better tan than his brother
Scott and Andy will share the language, concepts and processes that have helped them build a combined $2.5 Billion in AUM in their personal practices while growing the firm they co-founded from $3.5 Billion to over $8 Billion over the past 5 years.
What Advisors Are Saying
"Twenty years ago, I went to my first Schwartz Camp kicking and screaming. At the time, I had a 20 year career in the insurance industry with exactly Zero AUM. Twenty years later, I'm still in the insurance business, but manage somewhere around $400M in assets. I owe this all to Scott and Andy. Attending Schwartz Camp has been the most impactful decision I've made in my 40 year career. In fact, I will be attending again in October."
Ira Herman, CLU, ChFC Capital Partners Financial/MassMutual
"The opportunity to dive deep into how Andy & Scott built and run their practices was invaluable. We all invest in our business to enhance our capabilities every year. If you pick up one nugget that helps you land one larger client this year, the workshop will pay for itself many times over. Schwartz camp didn’t just help me land one or two new clients, it gave me a template to build on that changed the trajectory of my career."
Tre Urso, Wealth Management Advisor - Bleakley Financial
"By putting the learnings from Schwartz Camp into practice, my growth trajectory over the last 10 years has landed me on the Barron's and FT top advisors lists in recent years. The experience was transformational for both my mindset and my business. I'd encourage every advisor who is serious about growth to attend."
Mike Axelrod, Principal - Bleakley Financial
Schwartz Camp
We are excited to invite you to our workshop on October 14th and 15th in Key Biscayne, FL at the Ritz Carlton.
agenda Topics will Include
- Attracting and winning high-value clients
- Creating a core philosophy and process
- Creating a value proposition
- Creating capacity for growth
- Activity and client building
- Creating a process to win business
- Living a balanced life without sacrificing your financial potential
- Creating more growth with less stress
- Maximizing the enterprise value of your practice
Workshop tuition includes a two-night stay at the Ritz Carlton (evenings of 10/13 & 10/14) breakfasts, lunches, a cocktail reception and access to Ritz-Carlton on-site amenities.
Regular Registration (June 15th - September 15th)
Tuition: $4,350
Please plan to arrive Wednesday evening 10/13 and depart Friday early afternoon 10/15. For those interested in extending their stay, please reach out to the hotel directly.
Cancelation policy:
Cancelations received before August 15th, 2021 will be credited back 75% of tuition. Cancelations received between August 15th and September 15th will be credited back 50% of tuition. Cancelations after September 15th, 2021 will be credited back 25% of tuition.
Register Now To Reserve Your Seat!