WEBINAR

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

Watch Now 

 

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.

Featured Speakers

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

Recent

Most Popular

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now

Past Webinars

Alternative Investments Due Diligence Experts June 24 @ 2:00 pm - 3:00 pm

Alternative Investments Due Diligence Experts

Demand for alternative investments continues to grow at an accelerated rate as both advisors and investors seek solutions to further…
Catherine Bowman, Esq.
| Moderator
Larry Barocas
| Panelist
Matt Mayer
| Panelist
Seth Stuart
| Panelist
Behind the V(ALT) Door June 18 @ 2:00 pm - 3:00 pm

Behind the V(ALT) Door

Watch Behind the V(ALT) Door, a deep dive into who Blue Vault is and how we empower wealth advisors with…
Stacy Chitty
| Speaker
Using Mineral Rights in a 1031 Exchange April 30 @ 2:00 pm - 3:00 pm

Using Mineral Rights in a 1031 Exchange

Watch Brian P. Sone, VP of Capital Markets at Resource Royalty, LLC, lead a discussion on utilizing mineral rights in…
Brian Sone
| Speaker