Upcoming Webinar: How to Use Technology to Engage With Business Owners

Financial advisors and firms that work with business owners have an unprecedented opportunity to help provide detailed financial advice to their clients if they know what questions to ask and how to engage them to spark new ideas and productive conversations.

Join our CEO and Founder, H. Adam Holt, CFP, ChFC, on Wednesday, April 20 at 2 p.m., where he’ll share tips on how to unlock conversations with business owners that are often ignored but critical to the financial security of these clients.

Topics will include retirement planning, succession planning, income uncertainty, tax strategies, and diversification.

Can’t make it to the live event? Register anyway and we’ll send you the recording!