When you take part in this video conference, you will receive a free digital copy of our book, The Wealthy Client Pipeline, which gives you a proven road map for building your own steady stream of qualified affluent prospective clients.
Today’s economic, political and social environment offers unprecedented opportunities for advisors to serve their clients and their communities. Serving fewer, wealthier, clients exceptionally well will allow you have the business you want while leaving you time to take care of the people you love and the causes you care about, so you can make a difference in the world.