S.E.A. Wealth Management Lab

A non-traditional workshop  for traditional wealth managers seeking breakthrough growth.

Museum of Pop Culture.  Seattle.  10.17.18

Financial services is changing at an incredible rate

Are you keeping pace?

Three keys to compete:

create

design

drive

Scale

Experiences

Advocacy

S.E.A. Wealth Management Lab isn’t your typical workshop.

Breakthrough growth is driven by a breakthrough mindset. S.E.A. Wealth Management Lab immerses participants into a creative environment to spark new insights, higher-quality decision making, and the creation of a well-designed action plan. Following the event, two 1:1 Implementation Calls are scheduled to drive accountability and lead tranformation.   

The S.E.A. Wealth Management Lab is led by Sam Ushio, founder of GvG17.  Sam has 20 years experience in financial services and has helped thousands of advisors transform their business.

As a dedicated champion of creativity, Sam is passionate about finding new frontiers to inspire action and breakthrough performance.

Empower yourself with the tools to succeed. Register for the S.E.A. Wealth Management Lab today!

The Event

The Calls

 

After the event, two 1:1 Implementation Calls are scheduled to drive accountability on your action plan.   Stop walking out of conferences and going back to the same business challenges. 

Implementation Calls put the “action” into your plan!

 

C.E.O. Straetgic Spotlight

Dragos Axinte

C.E.O.

Novo Fogo

Learn through the executive lens of another industry.

Dragos Axinte, CEO of Novo Fogo, will share insights into creating scale, delivering unique experiences, and driving advocacy in the hyper-competitive world of spirits.

NOT another hotel conference room with beige walls.

S.E.A is hosted at the Museum of Pop Culture (MoPOP) where unparalleled creativity sparks breakthrough thinking. Immerse yourself in one of the world’s most unique environments for a live case study in “experience.”

MoPOP is infused into the S.E.A. Wealth Management Lab curriculum to stretch strategic thinking. Participants will have full access to this one-of-a-kind museum including the largest exhibition ever staged at MoPOP, Marvel: Universe of Super Heroes.

No more yawners in Conference Room B at another hotel chain. 

S.E.A. Wealth Management Lab Rules:

Come prepared to work your business.  This isn’t a sit-and-listen type of workshop.

Bring book data.  Households, Revenue, AUM, Client Age, among others.  The more insight on your business, the better.

Dress comfortably.  No ties. Sneakers encouraged.

9a – 430p.  Focused, action-engineered curriculum; including, CEO Strategic Spotlight featuring a Seattle-based C.E.O. discussing their approach to scale, client experience, and advocacy.   (*Optional Happy Hour @ Culture Kitchen by Wolfgang Puck at 430p-530p).

Click below to register!

Save $150!   Early bird registration before Wednesday September 12th.

*You’ll be redirected to an Eventbrite site.*