As we dig deeper into Blue Vault data, we uncover findings that add important context to the industry’s strong performance.
WEBINAR
Attracting & Closing OZ Opportunities with Clients: Today & Tomorrow
June 18 @ 2:00 pm - 3:00 pmWinning Opportunity Zone allocations isn’t about access—it’s about positioning; learn how top advisors are actually getting clients to say yes in today’s market and what will matter even more in a potential OZ 2.0 landscape.
Speaker(s): Stuart Bahnmuller
Join us for a dynamic panel discussion featuring an independent broker-dealer financial professional, a registered investment advisor and Stuart Bahnmuller, Senior Vice President, RIA Sales at Capital Square, as they share practical strategies for attracting and closing opportunity zone investments with clients.
This session will focus on:
- How to effectively position OZ opportunities with both existing clients and new prospects in today’s environment
- Preparing for a potential 0Z 2.0 landscape.
Panelists will offer real-world insights on messaging, client education and navigating evolving expectations, equipping you with actionable approaches to drive engagement and build confidence in OZ investing now and in the future.
Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.
The replay will be available to industry professionals on-demand. Learn more about why you should become a Blue Vault member today.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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