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How Advisors Thrive and Navigate Through Uncertainty with Leitbox Storage Partners
February 10 @ 2:00 pm - 3:00 pm
This on-demand webinar is available to Blue Vault subscribers and partners only. This webinar is prohibited for use by the general public. For information about becoming a subscriber, click here. If you are a subscriber, please log in to access this on-demand webinar.
On Wednesday, February 10th Blue Vault hosted Curtis Shoch, National Sales from Leitbox Portfolio Partners, Wayne Hast, Financial Advisor in Addison, TX, and Robert Omohundro, Certified Financial Planner in Atlanta, GA. Their discussion covered:
- Overcoming primary concerns in the marketplace
- Engaging clients during Covid with alternatives
- Self-storage as a core Real Estate asset class
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault subscribers and followers should consider this in their review and analysis. Information is intended only for institutional, broker dealer or registered investment adviser use. This information is prohibited for use by the general public.