27 - Wednesday
10:30 - 12:30 The Basics: Training for New(er) Advisors
12:30 - 1:30 Lunch
1:30 - 4:30 The Basics: Training for New(er) Advisors
6:00 Welcome Dinner @ Black Cow Fat Pig
28 - Thursday
8:00 - 8:15 Social Time and Light Breakfast
8:15 - 8:30 Welcome
8:30 - 9:00 Natixis
9:00 - 12:15 Lex Moschakis | Conversation Mastery: The Art of Customer-Focused Discovery
12:15 - 1:30 Lunch @ The 411
1:30 - 5:00 Lex Moschakis | Conversation Mastery: The Art of Customer-Focused Discovery
5:30 Cocktails @ Jared's
6:30 Dinner @ Jared's
29 - Friday
8:00 - 8:30 Social Time and Light Breakfast
8:30 - 11:30 Dimension Fund Advisors | Market Talk That Clients Understand
11:30 - 12:00 Final Comments
12:00 Lunch (Taco Truck)
Lex is the head of Facilitation and Coaching at Habits at Work, where she and her team help leaders and revenue responsible teams master conversation skills and the 12 high-impact habits that build deep and lasting relationships with customers and move business forward.
She is responsible for coaching revenue teams in the media, technology, life sciences, and financial industries. In addition to facilitation and coaching, she is a professional speaker, mentor, and advisor for growth-stage companies.
Lex is an Australian native based in New York. Her educational background is in law, which propelled her to business development in the legal industry, and she has since operated as a seller, manager, and sales leader. This ignited her passion for helping her teams soar personally and professionally. Now as a certified coach, she continues to study human potential and how we build meaningful connections in relationships.
We have a block of rooms reserved at Norfolk Lodge & Suites.
Group Rate Code:
MCMILL - WEALTH MGMT - SMART CONFERENCE
(book by Friday October 1, 2021 to receive group rate)
Call The Lodge at 402/379-3833 or
Norfolk Lodge & Suites - 4200 W Norfolk Ave - Norfolk, NE 68701