Get Relevant Insights Every Month

Uptick is Lead Advisor’s NEW premium career resource.

Your Uptick Membership will include:

  • Premium Career Development and Comp. Data Content Monthly

  • On Call Consulting on Interviewing, Career Advancement, Resume Tweaks via Email

  • Annual Career Planning Review – Live Session

Since gaining positive feedback for our premium content series for wealth management employers, we have been asked to create an offering centered on career growth strategies for the non-owner wealth management professionals in the field looking to grow and build their careers. 
New content will be sent monthly via email to members and is cancelable anytime.
Uptick is a small investment to keep your thinking sharp on developing your wealth management career.

Sign Up/Login To Uptick Here⬇️

Memberships are cancelable anytime

Monthly Memberships are $29.99  

Please contact us with any questions.