Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst

You’re helping your wealthiest clients and prospects plan their future. Don’t be just the “accountant” or the “lawyer.” You can offer them SOOO much more. But how – without taking on too much liability? Know “enough” to be dangerous – and “start the conversation,” so your client knows you are really looking at their whole picture. What’s really happening in the investment business? Expose the trust about “no load” mutual funds. Did you know you can pay fees based on results? Help those with piles of muni bonds understand and avoid the train wreck. Also understand what the buzz is about Nevada Trusts. Hear ways to bond with your clients in a very personal way for generations. Help them pass on more than just money – pass morals and values. Help clients make SMART decisions about their money . . . and be a hero in front of your clients. Secure YOUR seat at the table for generations.