Name: The Future of Financial Services: Retainer-Based Advising
Start: 2024-07-24T14:00:00-04:00
End: 2024-07-24T15:00:00-04:00

WEBINAR

The Future of Financial Services: Retainer-Based Advising

July 24, 2024 @ 2:00 pm - 3:00 pm

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

Join us on Wednesday, July 24, at 2:00 pm EDT for a webinar featuring CEO, Chief Wealth Strategist, and Forbes contributor Fred Hubler as he offers a “look behind the curtain” at 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. Attendees will get a discount on Fred's Retainer Based Academy training courses.

There will be time for questions; register today to reserve your spot.

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 Blue Vault members and partners only. For information about becoming a member, 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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