Description:

You will learn how to use the investment options and managers available in the Investemnt GPS program.

Description:

Provides how to bring together systems and tools to enhance client relationships and build a valuable wwalth mangement business.

Description:

This workshop is presented to give an update on all FINRA regulations and any changes that have occured since the last workshop

Description:

This is an overview of the basic financial planning approach ans software with emphasis on our High Tech, Soft Touch approach.

Description:

This session provides how to analyze client data and formulate appropriate recommendations for your client.

Description:

This presentation shows how to successfully monitor a six-step wealth management process.

Description:

You will learn the concepts of Return On Invested Time (ROIT) and how to complete a Money Concepts business plan.

Description:

This presentation ia an update of the current economic trends and forcasts in today's marketplace.

Description:

This seminar provides the CPA with an active tax practice exercises, tools, and resources needed to streamline thier tax season procedures and prepare their practice for successfully adding financial ...

Description:

By 2015, 75% of all advisors will have transitioned to fee-based compensation (or be in the process of transition). Fee-based advice has many benefits. Advisors will learn how to overcome preceived ch ...

Description:

This session covers how to successfully gather both qualitative and quantitive client data.

Description:

You will learn how to set proper client expectations; involve the client in the wealth management process; reardless of market conditions.