Fall Advisor Series 2025 Registration: OVERTIME Session

Join us as we hear from John Cunningham about - Life Transitions: Approaching Change with the End in Mind!

Demonstrating how to introduce the conversation with clients or prospects and guiding them to solutions. Outcome:         Participants are inspired to get ahead of significant predictable events: M and A, Retirement, Health, Inheritance 

When: Wednesday September 24th, 2025 @ 2:00pm

Where: Camelot Portfolios HQ - 1700 Woodlands Drive Maumee, OH 43537

Please fill out the form below to complete your registration:

About our Speaker:

John Cunningham, M.A., long-time speaker, trainer, psychotherapist and coach, brings vast experience and a unique and compelling skill-set to the financial services industry. As a relationship-based business consultant, John assists executives, advisors, business leaders and organizations to create possibilities and outcomes previously unimagined by recognizing and removing personal and professional barriers to success to maximize potential, gratification and profit. He offers coaching, training and strategic planning for effective client engagement beyond the standard financial industry talking points, unshakeable confidence derived from deep self-understanding, and the leadership competence required for navigating the hidden elements of human, group, team, and family dynamics. Understanding oneself and the ability to see into the quietly held desires and dreams of others is the invaluable intangible essential to any relationship-based business. Trainings and private coaching sessions with John advance experienced advisors to the highest levels of gratification and success at work, and beyond.