Grow Your Business With

In partnership with

When:

September 5, 2019

Time:

10 AM to 1 PM
(Eastern Time)

In-Person:

DMI Marketing Headquarters
50 Derby Street
Hingham, MA

Live Webinar

Join us remotely for an interactive live webinar!

Register Now

You'll Learn How:

  • Innovative, cloud-based wealth management technology can reduce your overhead costs.
  • Working with a true independent hybrid RIA can provide you and your clients the freedom they want, allowing you to prioritize their interests.
  • Our Partner Program helps you find and build Centers of Influence relationships with CPAs, attorneys, P & C, life, and annuity agents to help drive more clients and revenue.
  • Our solicitors’ program will provide a waiver for the series 65 exam so you can work with and compensate Centers of Influence.
  • Working with the right RIA grants you access to cutting-edge marketing to convert clients and boost revenue for your practice.
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Who Should Come?

This event is designed for:

ADVISORS

  • Who believe the Broker Dealer model is broken.
  • Who are frustrated with over-reaching compliance, high costs, and limited product availability.
  • Who find no real value in their current relationship and want to work with a true Independent Hybrid RIA.
RIAs

  • Who are unable to grow their practice with their current RIA.
  • Who receive no real support in growing their AUM and their practice.
  • Who feel alone because they don’t have access to state-of-the-art wealth management technology, someone to handle their compliance, and access to investment pricing only available to advisors with $1 billion of AUM.
LIFE AND ANNUITY INSURANCE AGENTS

  • Who have a staff, a proven sales process, and sales results.
  • Who believe that not having an AUM practice is holding them back from getting to the next level with their business.
Register Now

Register Today.