Are you looking to advance your practice this year but need a push to get going? We know not everyone is a self-starter all of the time. That’s why we’re partnering with a uniquely good-natured and experienced coach who’s helped countless wealth advisors get back in the game: Fred Hubler.
Not only is Creative Capital Wealth Management Group Founder and CEO Fred Hubler a thought leader in the alts space, but he’s also someone who understands the industry and the work you do for clients every day.
“I meet advisors who want bigger clients but have no plan to attract them,” says Hubler. “In my experience hope is not an option, it takes a strategy that works, and leading with advice has been that strategy for me and my company.”
Hubler is also a Forbes.com contributor and the mastermind behind the Retainer-Based Academy, the online education portal for planners and advisors, and now the subject of a new, dynamic mini-series titled “Fred Talk” — a live-streamed discussion about trends in the industry and strategies for advisors led by Fred on LinkedIn Live!
Fred Talk FAQ
What: A short series of interactive, live-streamed discussions roughly 20-30 minutes long.
Who: For wealth advisors seeking tips and tricks for building their practice and retaining clients.
When: Every Thursday at 3:00 p.m. EST from February 20, 2025, through mid-March 2025.
• February 20: The Future of Alternative Investments: Key trends shaping the industry in 2025 and beyond.
• February 27: Portfolio Diversification with Alternatives: Insights into how alternatives enhance portfolio resilience and growth.
• March 6: Strategies for Navigating Market Volatility: Actionable advice for advisors and investors in turbulent markets.
Where: Register for Fred Talk here.
Follow Blue Vault on LinkedIn and tune in to Fred Talk ahead of the Alts Summit March 10-12, 2025!
