Questions to Answer
- Were your accounts up last year? - Are you prepared for increased volatility in the markets?
- Do you know where to go if stocks are unattractive?
- Can you protect your portfolios during the next correction?
...If you answered NO to any of these questions...
Participate in the upcoming Conference Call Workshop.
For sixteen years we had no down years, few down quarters, retired every client early, and received hundreds of introductions each year. How this was acomplished has never been presented in public before. Even as a coaching or workshop client we focused our time on team infrastructure and building a deeper client relationship.
For the less than the cost of a one hour consulting call, your entire team can participate in 15 hours of instruction on how we actually managed our clients money.
NOTE: Our unique solution was NOT managed money.
You will want to participate in these calls.
