Webinar: Tax Pros Offer Investments

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Webinar: Tax Pros Offer Investments

November 30, 2017

9:00a - 10:00a Pacific Standard Time



BluePrint Investments and Tax Planning info@investmentsandtax.com


C. Ryan Burnell, CFA

Event details:

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) & 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 & amount of compensation is available?
  • Investment & financial planning processes & technology all at no expense.

Register above and we'll email you the login details for the live webinar.

Event Registration

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