High-Performance Integrated Development. Helping you, your team, your practice, and your clients achieve holistic, lasting success in a way that differentiates you from other financial service firms who only help their clients with their finances.

The core belief of this session, led by Cleaver Company CEO, Frank DuMar, is that future-ready advisors are both growing themselves in an integrated way by growing their business through best practices and focusing on individual development. These advisors take their integrated development and work with their clients helping them do the same thing.

We will begin by dismantling the tired notion that you are simply there to care for your client's finances and rebuild a definition of financial services that sees you caring for the whole client. In this session, Frank will outline a framework that Cleaver has used with thousands of leaders in the financial services sector to build healthy, high-performing lives and explore how you can install this framework in your life as well as the lives of your clients.

High-Performance Integrated Development is for those of you who see yourselves as innovators and are energized by conversations about the whole person; both you as an advisor and your clients as human beings.

It will help you grow your business.
It will help you lead a life that you love.
It will transform how you serve your clients.

Explore a new category of advising. High-Performance Integrated Development.