When: January 17, 2019 | Time: 10:00AM to 1:00PM | Location: DMI Marketing Headquarters | 50 Derby St. (Suite 250), Hingham, MA 02043 (Google Map)
[ This 3-HOUR EVENT IS DESIGNED FOR ]
Who believe the Broker Dealer model is broken.
Who are frustrated with over-reaching compliance, highcosts, and limited product availability.
Who find no real value in their current relationship and want to work with a true Independent Hybrid RIA.
Who are unable to grow their practice with their current RIA.
Who receive no real support in growing their AUM and their practice.
Who feel alone because they don't have access to state-of-the-art wealth management technology, someone to handle their compliance, and access to investment pricing only available to advisors with $1 billion of AUM.
Life and annuity insurance agents:
Who have a staff, a proven sales process, and sales results.
Who believe that not having an AUM practice is holding them back from getting to the next level with their business.
[ WHAT YOU'LL LEARN AT THE RIA ACADEMY ]
How innovative, cloud-based wealth management technology can drastically reduce your overhead costs, streamlining your business processes for you, your staff and your clients.
How working with a true Independent Hybrid RIA can provide you and your clients the freedom they want, allowing you to prioritize their interests.
How through our solicitors’ program you’ll acquire a waiver for the series 65 exam so you can work with and compensate CPAs, attorneys, P & C, Life, and Annuity agents.
How our Partner Program helps you find and build Centers of Influence relationships with CPAs, attorneys, P & C, life, and annuity agents to help drive more clients and revenue.
How working with the right RIA grants you access to cutting-edge marketing for brand and web development, digital marketing, seminar programming, multimedia marketing, including video and radio, and a dedicated marketing consultant to help increase appointments, convert clients and boost revenue for your practice.