WEBINAR

The Future of Financial Services
June 27, 2023 @ 2:00 pm - 3:00 pm

Presenter(s): Frederick E. Hubler, Jr.

This webinar took place June 27, featuring CEO, Chief Wealth Strategist, and Forbes contributor, Fred Hubler as he offers a “look behind the curtain” of how he grew his one-man practice to six full-time team members, with multi-millionaire clients in 28 states, and revenue that has doubled in the last 4 years. Hear first-hand what clients worth $5-$50M are really looking for in an advisor.

Register to watch on demand.

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Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay is available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.

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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Frederick E. Hubler, Jr.
President & Chief Wealth Strategist Creative Capital Wealth Management Group

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