The process behind a nearly 50% close rate.*
A two-day training in Nashville for financial advisors, hosted by Cris Wallace, CFP®, ChFC®.
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 is a full day. Tuesday wraps up by 1 PM.
- 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
“I want to think about it”
How we handle it after the second meeting.
- 04
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.
“In our opinion, it doesn’t matter how many leads you pull if you’re not closing cases efficiently.”
Plan your trip
There’s no cost to attend; you cover your own travel and hotel. We’ll email venue details to everyone registered as soon as they’re final.
Sunday
November 15
Arrive in Nashville.
Monday
November 16
Full day of training.
Tuesday
November 17
Training until 1 PM. Fly home that afternoon.
Questions
Is there a cost to attend?
No. The training is free. You cover your own travel and hotel.
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 is a full day. Tuesday wraps up by 1 PM, so you can fly home that afternoon.
Where in Nashville is it?
We’ll email venue details to everyone registered as soon as they’re final.
