Loring Ward Workshop Prepares Advisors for the Future
Focuses on Best Practices to Enhance Client and Advisor Experience
As part of its ongoing effort to help independent financial advisors
become the most trusted professional in their clients' lives, Loring
Ward will hold its Building Your Foundation for Future Growth workshop
in five cities across the country. Presented in close collaboration with
noted institutional money manager, Dimensional Fund Advisors, the
workshops are focused on helping financial advisors take the next step
in their wealth management journey and better address clients' rapidly
evolving needs, goals and expectations.
Unconventional in their
wisdom and powerful in their prescriptions, the workshops are founded on
the best practices of some of the top advisors across America. They are
designed to encourage advisors to think differently about key areas of
their practice.
Over the course of two hours, financial advisors will learn how Loring Ward:
· Can help them build better portfolios and become a true wealth advisor
·
Has partnered for more than two decades with the #1 mutual fund
company amongst advisors, Dimensional Fund Advisors (DFA)*
· Frees up advisor's time to focus on what really matters to clients ‹ meeting their financial AND life goals
· Provides a wealth of resources ‹ including investment, behavioral, back office, marketing and practice management
Each workshop will be held from 10 am to noon, and lunch will be provided. Locations and dates for the workshops are:
- September 18 ‹ Columbus, OH
- September 25 ‹ San Diego, CA
- September 26 ‹ Sacramento, CA
- October 1 ‹ Minneapolis, MN
- October 2 ‹ Kansas City, MO
For
more information, contact Loring Ward¹s Advisor Relations Team at (800)
366-7266 ‹ Option 6 or visit www.loringward.com/Future. These workshops
are complimentary, but space is limited, so please register today.
ABOUT LORING WARD
Loring
Ward (LWI Financial Inc.), based in San Jose, California is a Turnkey
Asset Management Provider (TAMP) dedicated to helping independent
advisors become the most trusted and valued professional in their
clients' lives. Loring Ward's Asset Class Investing philosophy combines
more than eight decades of market data, Nobel Prize-winning academic
research and the latest discoveries in behavioral finance.
From
Investment Management to Business Management to Practice Development,
Loring Ward is committed to giving advisors the tools, training and
support to provide clients with a world-class experience.
As
of September 2013, Loring Ward has $9.1 billion in assets under
management. For more information, please visit www.loringward.com.
###
*Source: Cogent Research 2013
LWI
Financial Inc. ("Loring Ward") is an investment adviser registered with
the Securities and Exchange Commission. Securities transactions are
offered through its affiliate, Loring Ward Securities Inc., member
FINRA/SIPC. IRN R 13-301 (Exp 9/15)
Showing posts with label future of financial advice. Show all posts
Showing posts with label future of financial advice. Show all posts
Thursday, September 19, 2013
Wednesday, July 20, 2011
Special Invitation from Marie Swift and Matt Bellis
You are cordially invited to enjoy two free consulting calls with Matt Bellis, compliments of Marie Swift. There is no cost or obligation to continue on with Matt. We guarantee you will get value from the first 2 calls!
Listen to this!
Marie Swift interviews Matt Bellis about his system, the power of story telling and being a giver. 20 minutes well spent!
Learn how you can fill your pipeline with ongoing, predictable, quality activity from inside the top 20% of your client base using the Matthew Bellis Warm Introduction System™To sign up for your 2 FREE consulting sessions, contact Matt Bellis at: http://www.matthewbellis.com/.
Sunday, November 14, 2010
Sunday, May 16, 2010
Now Hear This: Bob Veres on the Future of the Financial Advisory Business
I had the privilege of speaking with industry influential / visionary Bob Veres on May 15, 2010 about his new white paper report: The Future of The Financial Advisory Business.
Read "Micro No More" and
Join the Conversation at RIABiz:
Read "A Profession Comes of Age" and
Join the Discussion at Financial-Planning.com:
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