FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT
Join Us For A 2-Day
Training Event in Nashville.
Training for Investment Advisor Representatives designed to get you in front of new prospects in order to build assets under management by leveraging technology and using our marketing techniques in your practice.
Over these 2 day events, gain valuable insight to Virtue Capital Management's model portfolios and money managers, marketing techniques built for seminars, specific products, and advisor relations that we will share to help elevate your practice to new levels this year. We will go in-depth on the many portfolios and have a Q&A to further your understanding of the portfolios and where they fit inside of your client's investment strategy.
The training will also help you in marketing your practice and refining your business brand. Some of the marketing strategies that will be covered will be Seminar Marketing, Client Events, Annual Reviews, Direct Mail, Webinar Marketing, Digital Marketing, and more.
We will do an in-depth look at the illustration software and case design strategies that we will use in supporting you in each case, blending managed money, annuities, and life
insurance in a client friendly income plan. You will also learn the proper steps to successfully conducting a 1st, 2nd, and 3rd appointment, earning the trust of the prospect, and converting them into lifelong clients.
CLICK HERE TO REGISTER FOR VCMU
DOWNLOAD VCMU AGENDA
FOR FINANCIAL PROFESSIONAL USE ONLY – NOT INTENDED FOR CONSUMERS.
All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.