Join us for lunch to learn the 6 Critical Conversations you should be having with your clients before someone else does! We all know that attracting new clients is expensive – that’s why client retention is so important.

By mastering these 6 Critical Conversations, you will not only enhance your existing relationships, but be able to attract new ones as well. Learn how elite financial professionals use these 6 Critical Conversations to consistently drive a wedge between prospects and their existing advisors. Having the right tools and learning how to position them can make all the difference in uncovering new opportunities. That’s just what these 2-hour luncheon events are for!

Take a deeper dive into the Income Allocation concept by attending TruChoice’s two-day, information-packed Income Allocation University (IAU).

Right out of the practice of a top financial professional, the content covered in this training event has helped hundreds of financial professionals successfully incorporate Income Allocation conversations into their practice. Learn how Income Allocation founder David Gaylor uses the system in his own practice, from how he conducts the seminar to how he approaches the appointments. Upon completion of IAU, you will gain access to his exclusive turn-key selling system.

TruChoice’s proprietary College Course platform provides you everything needed to host and execute a successful educational event at a local college.

Everything that is, except in-person training from its creator, David Gaylor. Our new College Course Academy will do just that. In this one-day training, David unpacks all you need to know to host your own College Course event, so that when you step in front of your own class, you’ll feel like a pro. For Registered Representatives and Investment Advisor Representatives only.