The Center of Influence for Financial Advisors and RIAs - Click Here

Building a Profitable Practice with Successful Business Owners 

 

Thank you for your registering for Building a Profitable Practice with Successful Business Owners. Please click the button below to purchase your access to this webinar. Upon confirmation of your payment you will receive directions of how to log in to the event.

 

 

 


Any questions regarding this event please contact Linda Dunn (732) 450-8866 ext. 36 [email protected]

 

Note: This paid registration will admit ONE PERSON only. Any others logging in using that link will cause all parties to be removed from the event. No refund will be given if this should occur.

 

September 15, 2015

2:00 to 3:30 pm EST

 

 

Mark Magnacca

Speaker
Russ Alan Prince
President, R.A. Prince and Associates, Inc.;
Executive Editor,
Private Wealth magazine

 

Leading advisors consider business owners to be the ideal clients. Why? Because the majority of significant private wealth can be traced to equity ownership and business owners need guidance and problem solving through a wide variety of situations than can span the duration of a career. In short, they are significant wealth-creators with long-term relationship potential.

Join Russ Alan Prince, a leading authority on the high-net-worth markets, for a dynamic discussion of the most powerful ways to source and work with successful business owners.

Key Insights and Actionable Strategies:

  • Double Your Potential – strategies to capture both the business and personal opportunities inherent in each relationship
  • Expand Your Reach – methods that facilitate cross-selling a range of products and services
  • Leverage Your Networks – techniques to increase referrals to new business owners from existing clients and centers-of-influence
  • Grow Your Practice – approaches to identify new assets and build stronger relationships that can maximize value and profitability

*Each attendee will receive a copy of Maximizing Personal Wealth: An Advanced Planning Primer for Successful Business Owners (a $49.99 value)

 

This webcast will not be recorded. All payments must be received one week prior to the live event to avoid delays in access to the webinar. If you register and pay for the webinar but cannot attend you will be refunded. Note, if you are refunded you will not receive the book that is being offered.

 

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