WEDNESDAY, MARCH 10, 2021 | 12:00 PM 1:00 PM

You’ve begun thinking about how to take your practice to the next level and you’re curious about how others have built high performing advisory firms. How do you too become a high performing advisor?

In the culinary world, a secret sauce is often an important element in a popular dish. In this webinar you will learn about three essential ingredients that make up the secret sauce of all high performing advisors:

  • Heart: Understanding what motivates high performers and the mindset they bring to the game.
  • Habits: Learning about what they do day in and day out that propels them to produce at the highest levels. 
  • Habitat: Gaining the confidence to design a world centered around driving performance.


Patrick Hayes
Founder and CEO
Mukala Partners

Jason Boudreau

Jason Boudreau
Principal & Founder
VELA Wealth


Norm Trainor

Norm Trainor
Founder & CEO

To contribute to the growth of a learning organization, yours and mine.

Keita Demming

Keita Demming, PhD
Development & Innovation
Generating added value to drive new and existing relationships.