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Workshops



Building a Highly Profitable Practice
with an Underserved Super-Rich Clientele


Demographic shifts are creating a greater number of ultra-wealthy inheritors (net worth = $100 million or more). Furthermore, the monies they control are multiplying. These individuals represent an exceptionally profitable yet severely underserved segment of the financial elite.
 



 

Retirement Strategies


Retirement Stategies For Wealthy Business Owners

Wealthy business owners are one of the best—if not the best—niche markets for  delivering sophisticated retirement solutions. Whether a business owner has a few million dollars or a few hundred million in net worth, it’s likely that the company and its key executives need high-level support and state-of-the-art strategies to address their retirement planning concerns, which can open the door to additional growth opportunities for advisors.

 


 

Keys to Business success


Keys To Business Success:
Financial Advisor Best Practices


Advisors looking to increase their success will learn how the industry is evolving, how to become closer with their clients and how to grow their businesses.
Topics will include having a vision for success, wowing clients, growing in the digital age and much more.

 


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