Learn how to focus on client relationships by offloading operational burdens. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
| | | | | Tuesday, December 10, 2024 at
2:00 pm ET / 11:00 am PT |
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| Why are you still buried in portfolio management and tax oversight? It's time to break free from the grind and focus on what actually helps drive your business forward. If you're not outsourcing investment and tax management services, you could be wasting valuable time—and it could cost you growth, clients, and profits. The result? More time to concentrate on building relationships, delivering high-impact advice, and scaling your book of business. Stop grinding on the backend. Start scaling up your practice. This webinar is for financial advisors who want to stop trading time for dollars and start driving real growth by outsourcing the tasks that don't need your personal touch. Register now to discover how outsourcing investment and tax management services can be the game-changer you've been looking for! |
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| | | | Matt Matrisian | | Head of Client Growth AssetMark
(Speaker) |
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| | Rob Burgess | | Reporter Financial Planning
(Host) |
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| | | Disclaimer: Cetera Financial Group (Cetera) refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. For use with financial professionals only. |
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| | CFP CE credit is being offered for this webinar.* | | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. | | Arizent is pleased to be able to offer CFP CE credit for this web session. It is imperative that you adhere to the following instructions to obtain credit. To receive the credit, you must be in attendance for the complete session. Arizent is not responsible for late arrivals or connections issues. At the end of the seminar you must input your CFP numbers to receive credit. Credit will be reflected on your respective accounts within a month from the webinar. |
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