Asset Managers Showcase

Featuring Ric Edelman's Post-Conference Workshop Practice Management Secrets

Edelman Workshop - October 2, 2014

2:00 pm - 5:00 pm

Ric Edelman

Chairman and CEO
Edelman Financial Services

Special 3-Hour Post-Conference Workshop: How to Get and Keep More Clients - and Run a More Enjoyable Practice at the Same Time
Ric Edelman's Practace Management Secrets
Ric Edelman¹ is one of the nation's most successful financial advisors. In this special 3-hour event, he will reveal how you can take your own practice to the next level, tripling your income while enjoying greater career satisfaction and a better lifestyle. Ric will show you how to attract clients and keep them happy, how to succeed with marketing, staffing and all the essentials to creating an enjoyable - and profitable - practice.

Along the way, Ric will reveal the secrets that helped him create a firm that now has 36 offices, more than 100 advisors, 25,000 clients and $13 billion² in assets under management. Join him for an informative session that could change your life!

¹Ric Edelman is Chairman and CEO of Edelman Financial Services LLC, a Registered Investment Adviser, and CEO, President and a Director of Pinnacle Summer Investments, Inc. He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offers securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.
²As of June 30, 2014

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Ric Edelman

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