LEARN FROM A CFP® PROFESSIONAL.
A proven process to better serve your clients with Cris Wallace as the featured presenter.
A lot of advisors have asked how our meetings work. So for two days, we’re opening up the whole process: how we run the first meeting, how we present the plan, and what we do when someone says they want to think about it.
It’s a practical, process-driven class. You’ll see the actual documents and slides we use, practice the conversations, and leave with a process you can put to work in your own office.
See what we’ll coverWhat we’ll cover
Monday runs from 8:30 AM to 4 PM. Tuesday runs from 8:30 AM to 12 PM. All times are Central.
- 01
The Discovery Meeting
How we run the first meeting, and the cues and phrases we pay attention to.
- 02
The Strategy Session
How we lay out and present the plan in the second meeting.
- 03
Role play
Advisor and client role play, so you can practice the conversations.
Our documents and slides
Access to the materials we use in our meetings, including the RITE Retirement Report Card.
AI at the office
A short look at how we’re using AI to support the work.
Built for financial advisors who want a repeatable meeting process.
- You’re meeting with prospects and want more of those conversations to turn into clients.
- You’d like a meeting process your whole office can run the same way.
- You’re curious how another practice runs its meetings, start to finish.
Your host, Cris Wallace
CFP®, ChFC®. Financial advisor since 2014.
Cris spent nearly 20 years in manufacturing before he became a financial advisor. He built his practice around one repeatable meeting process that every advisor in his office runs, and he enjoys teaching it.
Plan your trip
The training is free, with meals and light snacks provided. Our group hotel room block has closed, so please book your own room. The training is at the AC Hotel by Marriott Nashville Brentwood, so staying there is easiest if rooms are available. You are responsible for your hotel and travel costs.
Sunday
November 15
Arrive in Nashville.
Monday
November 16
Training from 8:30 AM to 4 PM.
Tuesday
November 17
Training from 8:30 AM to 12 PM. Fly home that afternoon.
Questions
Is there a cost to attend?
The training is free, with meals and light snacks provided during the training. You are responsible for arranging and paying for your own hotel and travel.
Is there a hotel room block?
Our group hotel room block has closed, so please book your own room. The training is at the AC Hotel by Marriott Nashville Brentwood, so staying there is easiest if rooms are available. You are responsible for your hotel and travel costs.
Why is it free?
Cris enjoys teaching, and a lot of advisors have asked how our meetings work. You’ll also see a few of the tools we use at the office along the way.
Can I bring people from my office?
Yes. You’ll tell us how many people are coming when you register.
What should I bring?
A laptop and an open mind.
What are the hours?
Monday runs from 8:30 AM to 4 PM. Tuesday runs from 8:30 AM to 12 PM, so you can fly home that afternoon. All times are Central.
Where in Nashville is it?
The training is at the AC Hotel by Marriott Nashville Brentwood, 5007 Maryland Way, Brentwood, TN 37027.
