THE CENTER FOR ADVISOR EXCELLENCE

business consultation related to strategy, marketing, brand awareness and development, sales, operation, business processes, client acquisition and organizational structure in the field of investment advisory services

educational services, namely, conducting personal, professional, business and organizational development seminars, workshops, conferences, lectures and tutorials including the distribution of course materials in connection therewith; personal, professional, business and organizational development training; life coaching services in the field of business development; business mentoring in the field of business development; professional coaching services in the field of business development