Participate in an upcoming WealthShield seminar to discover how we will help you put investment back into investment advisor
Atlanta | May 3rd
Thursday, May 3rd from 8AM-10AM EST
JW Marriott - Buckhead
3300 Lenox Road NE
Atlanta, GA 30326
Philadelphia | May 9th
THURSDAY, MAY 9TH FROM 8AM-10AM EST
LACROIX RESTAURANT AT THE RITTENHOUSE
210 W RITTENHOUSE SQUARE
PHILADELPHIA, PA 19103
Why should you Accept This Invitation?
1. You will discover the main sources of Advisor-Driven Value and how they can be applied to your business.
2. You will learn how to turn your investment strategy into a rules-based, systematic process that is academically sound.
3. You will recognize how you can free up your time to focus on growing your firm and fostering deeper client relationships.
Why should you decline this invitation?
1. You believe that value is simply what something costs
2. The foundation of your investment strategy is to buy and hold
3. Growing your business is not a top priority