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Scaling Your Business:
The Underwood Map 2024-2025 Starts in May
Exclusive 12-Month Program
LIVE EVENT SEMINAR
SEPTEMBER 11th – 13th
DALLAS, TX
Session Leaders
Scott Underwood
Founder & CEO Socium Advisors
Barron’s Top 1200 Financial Advisors
Phil Bender
CEO & Founder Sea Captain Coaching
ACT and Brown University Certified Coach
Registration for our Scaling Your Business: The Underwood Map is officially open. Virtual session begins in late May, with live events being held September 11th – 13th.
Defining Your Practice of the Future
Scott Underwood, Founder and CEO of Socium Advisors and Phil Bender, Founder and CEO of Sea Captain Coaching, are collaborating to offer an exclusive series of virtual and live seminars on charted techniques to unlock the full potential of your practice.
What we will cover: CEO-visionary mindset, business process and workflow, organizational structure, balanced practice philosophy and delivery, building brand standard, and strategic business development.
BUILDING AN ENDURING FIRM 201
$12,000 ($1,000 a month for 12 months starting June 1st)
Our Building an Enduring Firm 201 course is for Advisors who have achieved $750,000 of revenue and have built out their organization to a level at which they have hired a key team integrator/COO as part of their vision. The investment is $1,000 a month and includes one live event on September 11th–13th and six virtual sessions beginning in May and continuing for the next year. Great for larger teams, Ensembles and Partnerships.
Mark Your Calendar
2024-2025 Scaling Your Business Schedule
- May 2, 2024: Virtual Orientation
- May 31, 2024: First Virtual Session
- August 23, 2024: Virtual Session
- September 2024: Live In-Person Session
- November 1, 2024: Virtual Session
- January 10, 2025: Virtual Session
- March 7, 2025: Virtual Session
- April 25, 2025: Final Virtual Session
We look forward to seeing you there!
Omni Las Colinas, Dallas, TX
Omni Las Colinas Hotel merges city energy with tranquility. Guest accommodations are bold and spacious — offering a place to relax and unwind before and after the seminars. All rooms offer charming views of Lake Carolyn and Las Colinas.
