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Practice Management Series: Building The Business (Spring Session)

Build the practice you’ve always imagined. From branding and marketing to client experience and financial planning in practice, this comprehensive program gives early-career advisors a proven framework for sustainable growth. Ideal for advisors 10 years or less in the business. Includes two private coaching sessions to personalize your strategy.

Price:

$985.00

Program Dates/Time

  • April 14, April, 21, April 28, May 5, May 12  (10:00 - 11:30am ET)
  • Bonus: Includes 2 private coaching sessions (dates TBD)

Program Details

  • $985 per person

Limited to 30 participants.

Questions?

Please email study@amiablelife.com.

What Our Students Say:

"1st time test taker and passed today. Brett is spot on with what you need to know for the exam. You can tell their program puts time in to filter through what the CFP board wants you to know. During the break, I spoke someone who used (another provider) for his review, and he was completely lost. He was looking over notes and panicking. Glad I chose Danko!"

C.M.

"Passed today! Just wanted to say thank you to Brett, John Choi, and the whole Danko team. You have no idea how much I really needed all the positive vibes you guys brought on every call."

J.L.

"PASSED!!! So grateful for the Danko team — I honestly feel like every part of this process got to me to the much anticipated PASS screen today."

A.T.

Ready to PASS the CFP® Exam?