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Unlock Additional Client Cash Flow to Grow AUM

In this educational and interactive session, noted author (and popular Advisorpedia Contributor) Gordon Stein will present strategies you can use with your clients to help them discover additional cash flow they can use for investing by examining their day-to-day expenses. You will learn how to:
• Add a high value element to your wholistic wealth offering
• Demonstrate the power of increased monthly contributions to client wealth acceleration
• Show clients exactly how to free up more cashflow for investment with minimal effort or sacrifice
• Engage the client in their wealth building to increase their commitment to, and relationship with, their advisor
• Increase client wealth building at their personalized income level with no incremental risk
• Gain referrals that replicate the current client base
• Blunt losses from intergenerational wealth transfer
• Grow their AUM

Feb 1, 2023 12:00 PM in Eastern Time (US and Canada)