In partnership with
May 9, 2019
10 AM to 1 PM
DMI Marketing Headquarters
50 Derby Street
Join us remotely for an interactive live webinar!
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.
Who Should Come?
This event is designed for:
- 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.
- 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.
- 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.