Rising Above The Numbers/Technical – Real Planning Done Right
December 17, 2015
Introducing Collaborative Partners & Understanding Their Revenue
December 17, 2015
Building a More Modern Portfolio
$25.00
Financial market risks are currently high for both equity and fixed income investments. One tried and true method for managing these risks is diversification. However, markets have become increasingly correlated, reducing the benefits of diversification achieved through allocations to traditional stocks and bonds alone. Alternative investments have been in high demand as advisors and investors look for portfolio diversifiers to help smooth portfolio volatility, especially during times of crises. Jason and Maureen will discuss the importance of liquid, transparent, exchange traded alternatives.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Presented by Jason D. Griffith, Vice President Institutional Sales and Maureen Verduyn, CFP®, MEd
Financial market risks are currently high for both equity and fixed income investments. One tried and true method for managing these risks is diversification. However, markets have become increasingly correlated, reducing the benefits of diversification achieved through allocations to traditional stocks and bonds alone. Alternative investments have been in high demand as advisors and investors look for portfolio diversifiers to help smooth portfolio volatility, especially during times of crises. Jason and Maureen will discuss the importance of liquid, transparent, exchange traded alternatives.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Presented by Jason D. Griffith, Vice President Institutional Sales and Maureen Verduyn, CFP®, MEd
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The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation
$25.00Business owners are overwhelmed with trying to increase their revenues and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the 5 most common personal wealth destroying mistakes business owners are making everyday at the company level and how you can introduce a process to deliver the solutions that they need to implement now.
(Purchase of this product will include a PDF copy of the presentation.)
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The Elusive $15MM – $75MM Entrepreneurial Family
$25.00Between the >$10MM wealthy and the incredibly UHNW Family Office of $300MM+ lies the oft misunderstood and under-appreciated family business founder, family, and staff who have concentrated risk and have prevailed against the onslaught of business, personal, and advisory challenges. What do they think, want, and need? Why do they heed some advice and not others? How does an advisor differentiate him/herself with true “value-add” services and enjoy high client retention and amazingly higher fees year-after-year? Hint: It isn’t firm size that matters and transactional mindsets seldom work.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Carl Sheeler, PHD, CBA, AVA and Joe Strazzeri, Esq.
Click play to watch a short video about ‘The Elusive $15MM – $75MM Entrepreneurial Family’
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Client Partnering
$75.00Are you able to achieve a true “team” through collaborating with a variety of professionals for your client? Are all professionals contributing intellectual property and feel more bought into the process and plan for the client? How will you achieve the goals your clients have? In this session, you will be able to work through the process of a type of Review, Design, and Implementation strategy so that you have your client's best interest in place and allow room for proper compensation for all professionals involved.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
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