What do successful financial advisors consider a game changer when simplifying financial planning with their clients?

Attend this seminar to find out!

You'll hear from financial advisor firms that, combined, closed over $14 million in business last year using 3 easy-to-use tools.

These tools are proven, simplified, replicable, and effective ways you can bring on more assets.

Using these methods will allow you to:

• Visually familiarize clients with the sequence of returns risk.
• Explain asset allocation strategy in an easily understood manner.
• Proactively identify your client's preconceived notions about investment options before making recommendations.
• Be transparent with them on your compensation to remain DOL compliant.
• Incorporate all assets into one comprehensive, cohesive, holistic plan.
• Set your clients' minds at ease during volatile markets.

And because these tools are easily replicable, your whole team can use the same process, making your life a bit easier!