Private Wealth Sessions

Serving the $5MM+ client.

An exclusive four-session cohort on the language, mindset, and strategy required to win in the ultra-high-net-worth space and turn those clients into advocates who refer.

Led by Jeremy Straub, CEO & Founder

Sessions

Four, 60 minutes

Cohort size

Limited to 15

Dates

Oct 15 to Nov 3

Eligibility

At least 5 clients with $5MM or more in investable assets, or $15MM or more in net worth.

The Curriculum

Four sessions. Fifteen advisors.

Thu Oct 15 · 11:00 AM ET

Full session outline coming soon.

Thu Oct 22 · 11:00 AM ET

Full session outline coming soon.

Tue Oct 27 · 11:00 AM ET

Full session outline coming soon.

Tue Nov 3 · 11:00 AM ET

Full session outline coming soon.

The Track Leader

Jeremy Straub

Chief Executive Officer & Founder

Fifteen seats. Eligibility required.

Registration is open now. Sessions begin Thursday, October 15. Eligibility is confirmed before your seat is held.

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