Join us for a dynamic discussion with a financial industry mastermind whose pioneering strategies have opened doors to some of the nation's most affluent families. In his 30+ year career, this Jolt! guest has carved a niche among America's financial elite, helping advisors exponentially grow their AUM and their potential. This session promises a sneak peek into a proven approach that’s reshaped wealth creation but is seldom shared outside top circles. Ready to elevate your practice? Join us for a transformative talk that could redefine your approach to attracting and serving ultra-high-net-worth clients