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Axis and Alliance involves different levels of involvement from the financial advisor and his/her team. Striving to provide the best in class consulting experience Axiom goes to great lengths to provide a work environment that consistently “exceeds expectations”.
The following is a typical Axis “offsite” itinerary :
Choice of destination - Manhattan NY, Orlando, FL, Las Vegas, NV.
Day 1
- First class flight to destination of choice
- First class transfer to resort/hotel.
- First class resort/hotel accomodations check-in.
- 8 PM Dinner with team/Axiom.
Day 2
- 9:00 Internal Axiom-Insights Review and Discussion
- 12:00 Lunch
- 1:00 External Axiom-Insights Review Discussion
- 3:00 Topographical Wealth Presentation/Marketing Strategies
- 6:00 ***Choice*** Resort extend/dinner or First Class return flight.
Simply put, Axiom spares no expense creating an environment in which all of your attention can be on increasing assets and deepening client relationships, as quickly as possible. The “depth” of information covered in a typical offsite is both simple yet substantive, allowing for you and your team to come away with three or four takeaways to be immediately implemented on a day to day basis.
***This itinerary is recreated a second time with Alliance***
***All travel, transfers, accommodations and meals at Axiom’s expense***
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