Thursday, April 25, 2019
Seattle Airport Marriott


The most impactful two hours you can devote to your practice all year.

The Advisor Protocol presents a workshop for Seattle area financial advisors…



This 2-hour workshop will reveal proven processes and implementable strategies deployed by elite advisors elevating and perfecting the client experience they provide. Predictable outcomes include dramatic professional contrast and a measurable increase in the quality and quantity of introductions received.

Business Refinement Topics to be Discussed Include:

  • The difference between branding and marketing: how brand development takes the abstract nature of financial services and makes it tangible for prospects and clients alike.
  • The Law of ResonanceChange how your clients perceive and describe what you do by imprinting your proprietary process in all communications.
  • Positioning: How to be viewed as a consultant with a process rather than a salesperson chasing fees and commissions.
  • How to teach the “already convinced” to convince others on your behalf; have your best clients duplicate themselves.
  • Competitor-proof your best clients. Turn dabbling customers into fully empowering advocates who know how to introduce you and feel compelled to do so.

Event Details

Thursday, April 25, 2019
3:00 p.m. – 5:00 p.m.

Seattle Airport Marriott
3201 S. 176th St.
Seattle, WA  98188

Registration Details

Early Bird Registration Period (March 11-March 29)
– Primary Registrant: $79
– Additional Registrants: $39

Regular Registration Period (March 30-April 14)
– Primary Registrant: $99
– Additional Registrants: $59


Who this workshop is suited for …

This workshop is best suited for successful advisors who understand that while they have reached a plateau in their practice, it is the minor adjustments that will lead to major improvements. This business refinement session is for individuals (and their teams) who know there are opportunity gaps that can be filled with some fine-tuning. Advisors who have a commitment to focusing on a philosophy, planning strategy, and process over products, pricing and performance will benefit the most from this event.


What others are saying

“Steve got our team thinking in ways that I’ve been trying to articulate to them for years. The content isn’t just abstract. It is something we can put into action immediately.”

Mark M.

“I’m excited to see how quickly we can start making a difference. This was a steal.”

Cindy K.


About the Advisor Protocol

We are a brand & design consultancy for successful financial advisors who are looking for consistent client acquisition. Our financial advisor clients don’t receive referrals; they receive personal introductions. There is a difference. Our proven processes ensure this outcome.

About the Presenter

Steve Phillips

Steve Phillips is a Pareto Certified Practice Management Consultant and the founder of Advisor Protocol. He has spent more than 25 years in the financial industry as a speaker, trainer, and educator working with financial advisors around client acquisition and business refinement solutions.

Have Questions?

If you have questions about registration or any other items related to the event, please email us directly at

We look forward to having you join us!