You manage your clients' funds and you advise them on financial matters. In this increasingly complex world, it is difficult to serve two masters. We can show you how we have dealt with the "Fork in the Road" between money management and asset gathering. Our path is not the only way, but we have been successful with our journey.
Please join us for a fabulous lunch and learn about:
•Becoming a portfolio manager with our distribution
•Solutions to protect your clients' portfolios
•Turnkey marketing solutions that create a degree of separation in a crowded marketplace
•Boutique money managers with unique processes, and defined exit strategies, and proven results
"When you come to a Fork in the Road, Take it!"
Feb. 19 | Tampa
Feb. 20 | Orlando
Feb. 21 | Tampa
Mar. 13 | Cleveland
Mar. 14 | Columbus
Apr. 16 | Indianapolis
Apr. 17 | Indianapolis
Tuesday, February 19th
Don't miss out on this practice-building opportunity!