Circle Retreat & Training
for Women Advisors
What to know more? Download the audio from our intro call here!
FOR YOU, YOUR CLIENTS AND YOUR COMMUNITY
Join Elizabeth Jetton for a gathering designed for women financial advisors who want to be rejuvenated and enhance their ability to serve and attract women clients.
Relax in a beautiful, peaceful place engaged in an exploration of your ideal practice and what it truly means to change the conversation with women about money
Invest in your own personal and professional development and deepen your value to your clients.
Every Retreat is facilitated by Elizabeth Jetton, CFP®. Read more about Elizabeth.
Read what prior Circle Retreat attendees have said:
“Hosting circles has become a core element of our marketing strategy, messaging and communication and has given us a tremendous opportunity to build our own skill sets.
Our relationship with existing clients who have attended has deepened tremendously – even those who have been clients for 10+ years. We’ve signed one new high fee client who attended a circle, had a positive experience, had a chance to see who else we interact with, to see how we interacted with each other, heard wonderful things about us from other attendees.
I knew I would like it but I had no idea I would feel as passionately as I do.” – Diane Bourdo, CFP, President, The Humphreys Group
“Circles bring a unique element of communication with women about money that gets them engaged. It sets our practice apart from all others in our community. I was amazed by how a simple but elegant process could so quickly evoke such powerful results. The circle structure provides the framework that will motivate women to engage in the financial planning process with more enthusiasm, deeper understanding and greater trust“ – Durrell Buzzini, UBS