A webcast presentation by Adam Koós, CMT, as part of the CMT Association’s Educational Web Series.
About the Presentation:
Are you ready to grow your financial advisory firm—but feel like you’re spinning your wheels? Whether you’re struggling to generate consistent leads, convert prospects, or scale with confidence, this session is built for you. In this high-impact, 1-hour presentation, Adam Koós shares actionable strategies for accelerating sales, prospecting smarter, and turning your practice into a high-growth firm.
You’ll discover how to:
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Generate a steady stream of qualified prospects using time-saving AI tools
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Convert more leads with a refined, repeatable onboarding process
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Boost referral volume from both clients and centers of influence (COIs)
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Position your firm as the go-to solution in your niche or community
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Build a brand that attracts growth-minded clients
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Create lasting value and deepen client relationships—all while reigniting your passion for the business
Whether you’re looking to close more business, prospect more efficiently, or simply grow with purpose, this session delivers the real-world tools to make it happen.
