2025 Summit Partnership (Learning Lab Partner)

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When: Sunday, May - Tuesday, May 6, 2025 | Where: Charlotte Harbor, Florida Learning Labs are a must for any advisor looking for their next referral partner, revenue-generating opp ortunity, or the tools and resources you need to implement exit planning and value acceleration. Introduction: Kick off the Summit with a 20-minute presentation to introduce yourself to attendees. Learning Labs: Attend meetings (classes, seminars, presentations, etc.) essential for advisors seeking referral partners, revenue opportunities, and tools for exit planning and value acceleration. Amplify Visibility: Connect to potential key members of your collaborative team and new strategies to implement in your practice. Show more