Advisor Toolbox Series
Richmond Hill Country Club
Thursday, September 26, 2019 - 7:30am - 11:00am
YOU MUST BE PRE-REGISTERED ONLINE TO ATTEND THIS EVENT
Build your Value, Build your Business
Financial advisors face increasing pressure and uncertainty in several areas of their practice today, new fee transparency and the possibility of doing away with commission altogether. Although there is more pressure than ever, advisors should view this as an opportunity to better understand the unique value they offer to clients and work on enhancing the communication of that value to stand out from the crowd and grow their business.
Future Ready Advisor: 5 Steps to Leverage Tech to Increase your Productivity and Save Money
Wendy founded Black Star Wealth Partners over a decade ago to provide comprehensive financial services to entrepreneurs, professionals and business owners. Wendy has the uncommon ability to see and remove friction points that cause people stress and anxiety and prevent them from achieving their goals. As a result, she has developed unique solutions that are simplified and easy to implement.
7:30 AM - Registration and Hot Breakfast
8:00 AM - Opening Remarks
8:15 AM - Speaker
9:00 AM - Questions
9:15 AM - Speaker
10:00 AM - Questions
10:15 AM - Closing remarks
10:30 AM - Event ends