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Topics of discussion include:
· The Evolution of VCM
· Dynamic, Tactical, and Strategic Investment Strategies
· Rethinking Your Business Brand with VCM Creative
· Marketing Your Practice – Growing Your Assets Under Management
· Growth through Mergers & Acquisitions
· Succession Planning – Maximize the value of your practice
· Technology – Leveraging relevant technology to grow and maintain AUM
· Advisor Technology / Support / Case Design
· Product/portfolio selection including pre-built blended managers/strategies based on risk tolerance
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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.