Webinar: Tax Pros Offer Investments
July 6, 2017
9:00a - 10:00a Pacific Standard Time
Organizer:BluePrint Investments and Tax Planning firstname.lastname@example.org
Presenter:C. Ryan Burnell, CFA
You're already providing financial advice to your clients, but may not be receiving all the compensation you deserve. In many cases, you've witnessed the consequences of poor investment advice from other advisers. Why not partner with a dedicated asset manager and a highly skilled advanced planning department to meet your clients' needs while you remain in control of the relationship and guide the decision making? No more referring those services out and the consequent loss of control. Also, you'll now get paid to be your clients' adviser.
Some topics we'll cover in the presentation:
- What is a Registered Investment Adviser (RIA) and an Investment Adviser Representative (IAR)?
- How to offer investment advisory services without the need for any licenses.
- Is it necessary to join a broker/dealer?
- What type and amount of compensation is available?
- Investment and financial planning processes and technology all at no expense.
Register above and we'll email you the login details for the webinar.