Portfolio Management vs. Asset Gathering

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!"
-Yogi Berra

other 2019 Dates

Feb. 19  |  Tampa

Feb. 20  |  Orlando

Feb. 21  |  Tampa

Mar. 13  |  Cleveland

Mar. 14  |  Columbus

Apr. 16   |  Indianapolis

Apr. 17   |  Indianapolis


Tuesday, February 19th

Fleming's Prime Steakhouse
4322 W Boy Scout Blvd, Tampa, FL 33607


Registration & Refreshments

12:00 pm

Lunch & Introduction — A Vision for the Future

12:15 PM

Asset Gather vs. Portfolio Manager

12:30 PM

Brighthouse Story

12:45 PM

Donor-Advised Funds — Why?

1:00 PM

LionShare — Business Development and Branding for Portfolio Managers

1:30 PM


Join us February 19, 2019.

Don't miss out on this practice-building opportunity!

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