ABOUT THE SEMINAR
Hear from two financial advisory practices that each brought in over $50 million in AUM last year. Learn about the four most powerful tools they use to gather assets and grow their businesses.
These four tools allow you to:
- Expose new sales opportunities
- Improve your closing ratio
- Enhance client relationships and client retention
- Differentiate yourself from your competitors
- Simplify the financial planning process for you and your clients
- Incorporate all your client’s assets into one comprehensive plan
- Estate Planning
- Social Security
- Retirement Income
BONUS! Attend the live seminar, and you’ll receive exclusive printable handouts that you can start using with your clients right away!