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Secrets From The Boardroom? Trusts & Public Mutual Funds for ICAs
$25.00
You’re helping your wealthiest clients and prospects plan their future. 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. Secure YOUR seat at the table for generations.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst
Click play to watch a short video on ‘Secrets From The Boardroom? Trusts & Public Mutual Funds’
You’re helping your wealthiest clients and prospects plan their future. 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. Secure YOUR seat at the table for generations.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst
Click play to watch a short video on ‘Secrets From The Boardroom? Trusts & Public Mutual Funds’
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Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.
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Click play to watch a short video about ‘Secrets from the Board Room – Trusts & Public Mutual Funds for Accountants’
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