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Fork in the Road 2020

Join us and fellow advisors for a Lunch and Learn to help you build a better practice.

You manage your clients’ funds and you advise them on financial matters. In this increasingly complex world, it is difficult to serve two masters. We can show you how we have dealt with the “Fork in the Road” between money management and client aquisition. Our path is not the only way but we have been successful with our journey.

We will also introduce you to the industry’s new distribution model designed to tackle the advisor’s #1 challenge — CLIENT ACQUISITION!

Jacksonville, FL

January 30, 2020 | 12:00-1:30 PM
Ruth's Chris Steak House
814 A1A N Suite 103 | Ponte Vedra Beach, FL 32082


Columbus, OH

February 5, 2020 | 12:00-1:30 PM
Eddie Merlot's Prime Aged Beef & Seafood
1570 Polaris Pkwy | Columbus, OH 43240


Detroit, MI

April 13, 2020 | 12:00-1:30 PM
Eddie Merlot's Prime Aged Beef & Seafood
37000 Woodward Ave | Bloomfield Hills, MI 48304