Half-Day CII 2.0 Workshop The workshop will cover how to transition your business to a Counter Intuitive Practice. We will discuss the difference between typical investment practice and a Counter Intuitive practice. Why it is necessary today. How to present to your clients and prospects. We will also be introducing the current portfolio and tools and discussing the upcoming automatic upgrade to SIA Action Sheet. This will revolutionize your practice.
Do you want to:
-gather more assets? -spend less time managing the money? -focus more of your attention on creating advocates? -capture 100+ referrals a year? -create an auto-pilot business? -stop lossing clients money? -have a unique message in the marketplace?
If you answered yes to any of the questions above, you will want to attend.
Location: London, ON Time: 1-5 PM Eastern Cost: No charge Registration: Send email to email@example.com with name, email, and firm for each person in your party
Note: Seating is limited to 30 participants. Register Early.
Details and driving directions will be sent upon registration.