Learn about the only digital marketplace created for independent
advisors and discover how it empowers its members with access to
discounted comprehensive business solutions and technologies in an
unbundled services model, free of constraints and conflicts.Our panel
of experts will explore the ways you can grow your BUSINESS THROUGH
LEAD GENERATION, access to capital loans, alternative investments and
superior technology. We aim to to educate independent wealth
management firms on the most important aspects of the succession
marketplace and how to build a system for growth through
acquisition.
Discussions will Include:
* Leveraging the industry’s largest digital marketplace for buyers
and sellers, and the ideal solution for acquisition capital
* Creating a complimentary, customized website specifically designed
to generate business leads
* Accessing THE marketplace for deeply-discounted services like
comprehensive group health insurance and leading technology solutions,
such as Orion, RedTail, and Riskalyze
business
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22/03/2019 Last update