Before any advisor commits to two days in Dallas, they deserve to know exactly what’s inside the Bootcamp.
This free, informal session is a behind-the-scenes look at the September Capitaliz Advisors Bootcamp: the intensive two-day program designed to help advisors build a scalable, premium exit planning practice capable of generating $150K–$300K+ per client relationship.
It’s not a pitch. It’s a straight conversation: what we cover across the two days, who the Bootcamp is built for (and who it isn’t), and what you’ll walk out with: positioning, pricing, packaging, a delivery system, and a 30-day execution plan.
If you’ve been weighing whether the Advisors Bootcamp is the right next step for your practice, this is the easiest way to find out.
No registration required. Save the date, add it to your calendar, and join us live via the Microsoft Teams link below.
Can’t make it live? We’ll share the recording afterwards — just reach out and we’ll send it over.
Agenda:
- The full two-day agenda and the thinking behind it
- The advisor profile the Bootcamp is built around
- What you walk out with — positioning, pricing, sales process, delivery system, and a 30-day execution plan
- The Certified Capitaliz Advisor accreditation pathway and what comes after Dallas
- Your questions, answered live
Meeting Details:
- Date: Wednesday, May 27th
- Time: 4:00pm EST
- Location: Live on Microsoft Teams
- Cost: Free — no registration required
- Host: Dr. Craig West, Founder of Capitaliz
- How to join: Click here to join the meeting
- Meeting ID: 411 329 531 530 56
- Passcode: Co9WL7F3
