Increasing Assets Under Management
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November 17, 2015
2:00 to 3:30 pm EST
The number one concern of the majority of financial advisors is increasing assets under management. There are a number of proven strategies that can enable financial advisors to significantly increase the monies entrusted to them to invest.
This webcast, conducted by Russ Alan Prince, a leading authority on the private wealth industry, will explain some of the most effective and powerful ways to create a steady stream of referrals from clients and centers of influence. The webcast will also address the ways select advanced planning strategies result in more assets under management.
Topics to be covered include:
- Understanding the selection-making process of affluent investors.
- Motivating clients to provide referrals.
- Working with centers of influence to source new clients.
- Using advanced planning strategies such as trusts and captive insurance companies to bring in new investable assets.
For financial advisors interested in meaningfully increasing their assets under management, this webinar provides key insights and actionable strategies that can translate into new and expanded business.
Russ Alan Prince is one of the leading authorities within the private wealth industry. He regularly consults to the rich and super-rich concerning the mindset and behaviors that translate into extreme personal wealth creation.