We are so passionate about supporting you as you help your clients protect their life’s savings, we want to fly you to our offices for
one-on-one mentoring with the industry’s best.
FULLY
CUSTOMIZED
VISIT
- Half-day or Full-day options availiable
- You can customize your visit:
- Spend One-on-One Time with Karlan Tucker – a $250M producer
- The Latest Marketing Ideas
- Professionally Brand Your Business
- We Will Show You How to Celebritize Your Brand (with TV, Radio, Magazine & more)
- Our Powerful Client Interview Process – Using a 1-Page, Client Friendly Retirement Roadmap
- Filling Your Calendar
- Learn about Tucker’s Powerful RIA Platform & Stop-Loss Strategies (for those that are Series 65 Licensed or are about to be)
- Office Efficiency & Staffing
- Admin Training
- And More
YOUR
WHO
QUALIFIES
- Advisors with $2 million or more in FIA production in the last 12 months (must show proof of production and must not be captive)
OR
- Advisors with $2 million or more in AUM (must show proof of production and must not be captive)