Best Practices (Wealth Creation & Management)

May 4, 2021 – 12:35 p.m. to 1:25 p.m.

Speakers:

  • Brian Burlacoff, Advisor, The Financial Innovators Group
  • Lisa Houston, Associate Advisor/Partner, The Financial Innovators Group
  • Aaron Hector, Vice President & Financial Consultant, Doherty & Bryant Financial Strategists

Moderated by Adrian George, President, PlayCheques Financial Solutions

Description:

This workshop will focus on a model-based understanding of best practices. We will have a panel composed of three successful advisors/advisor teams with different models – solo practitioner, advisory team and a referral model. These advisors will answer questions about prospecting, client segmentation, client service and compliance of sales communications. The panel members will then answer member-submitted questions following the presentation.

(PRACTICAL, INTERMEDIATE)