You may not need more leads. What would change if you could close more of the ones you already have?

Mando Sallavanti III, CFP®, CEPA®, went from struggling new advisor to a seven-figure practice with a very different playbook: relationships, social media, and trust instead of traditional prospecting. Today he coaches younger advisors on building their businesses the same way.

Join us on September 24 at 1:00 PM PT / 4:00 PM ET as Marla Sofer and Mando Sallavanti discuss how advisors building a book today can turn the attention they are already earning into clients. We'll dig into where leads fall out, why "schedule a meeting" is such a big leap, how to establish credibility without a 20-year reputation, and what separates advisors who convert from advisors who constantly need more leads.

Then we'll put it to the test. Marla will demo Knomee with a real prospect profile and hand it to Mando: what does he see, what would he say in the first five minutes, and what should the advisor do next?

We'll get practical:

• How do you turn attention into actual prospects?

• What should happen between "I'm interested" and "book a meeting"?

• How can a younger advisor build trust without 20 years of experience?

• How do you walk into the first conversation already knowing what matters?

No long presentation. No theory. A repeatable system you can use immediately: Attention → Insight → Conversation → Client.

45 minutes, including live Q&A.

Speakers:

Mando Sallavanti III, CFP®, CEPA®, financial advisor and coach; built a seven-figure practice on relationships and social media

Marla Sofer, Founder & CEO, Knomee; former advisor with 20 years across wealth management, asset management, and fintech