A Workshop To Help Financial Advisors
Grow Their  Practice

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

View Full Agenda

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 we be credited back 50% of tuition. Cancelations after September 15th, 2021 will be credited back 25% of tuition.

Register Now To Reserve Your Seat!